Business & Development
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atomos acquires IFA business Equanimity Independent Financial Advisers Limited
atomos, the advice-led wealth manager, announces the acquisition of North London-based financial advice business, Equanimity Independent Financial Advisers Limited. atomos’s clients will benefit…
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Brooks Macdonald becomes latest appointment to SimplyBiz’s Risk Controlled solutions range
SimplyBiz has announced that Brooks Macdonald’s Risk Controlled Model Portfolio Solutions are the latest addition to its Risk Controlled investment solutions range,…
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It’s just business, but being fired by a client can still sting for advisers: Morningstar research reveals WHY it happens and what you can do to avoid it
Morningstar’s Samantha Lamas and Danielle Labotka explain some of the key details of research they’ve recently carried out into why clients fire…
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Paraplanners call for better tech to help deliver value for clients
Improved technology and better connectivity are top of paraplanners’ wish list, according to the latest quarterly data from the Scottish Widows Paraplanner…
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Fidelity Adviser Solutions completes integration allowing advisers to receive transaction data directly to their own systems
Fidelity Adviser Solutions has completed its latest integration with Origo Integration Hub, providing greater and more direct access to client data. Users of…
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UHNW clients and the rising risk of extradition – legal analysis
Written by Rebecca Hill, barrister in the extradition team at 5 St Andrew’s Hill Increasingly, high net worth individuals are being targeted…
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Perspective Financial Group announces three further acquisitions
Perspective Financial Group Ltd (Perspective) is delighted to announce it has completed three further acquisitions, meaning the Group has made 15 acquisitions…
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Brooks Macdonald bolsters Central Investment Office with new Head of Investment Specialist Team
Brooks Macdonald has announced the immediate appointment of Henrietta Walker as Head of the Investment Specialist Team. In this newly created role,…
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New research from Time Investments shows millennials and Gen Z are likely to seek advice before they turn 40
A new report ‘The Intergenerational Wealth Report’ by TIME Investments, which specialises in tax-efficient investment services, reveals that Millennials and Generation Z…
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Investec Wealth & Investment appoints Tamara Marten as Head of Corporate Executives and Professionals
Investec Wealth & Investment has announced the appointment of Tamara Marten as Head of Corporate Executives and Professionals within Investec’s Private Office. …
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