Business and Development
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Succession completes largest deal so far
In its largest deal so far, Succession has acquired Birmingham-based Clay Rogers & Partners for an undisclosed sum. Regarding the acquisition price,…
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Financial services firm wins major European award
A financial services firm which provides products and technology to nearly 20% of all financial advisers based in the UK, has won…
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Stop right there: your help is required – please complete our quick adviser survey on conflicts of interest
If you’re an adviser, manager, or owner of an advisory firm, we would be very grateful if you could spare just five…
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Harwood Acquires Network Direct for £4m
Hardwood Wealth Management Group has acquired Network Direct, a national network of financial adviser firms, for a maximum total consideration of up…
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IFAs Under Pressure To Offer More – Advice That Is!
Over half of IFAs are under pressure to go that extra mile with clients says a new piece of research. When I…
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Munnypot Starts Low-Cost Robo-Advice Service For Mass Market
A new robo-advice service for the mass market has just pre-launched and will be available to the public in the autumn. Munnypot…
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Merseyside’s Second Largest IFA Firm Created After Deal
Gee and Watson has acquired McEwan Wallace Wealth Management, creating the second largest IFA firm in Merseyside. No figure was given for…
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Robots Unlikely To Come To The Rescue
So-called robo-advice is not a credible means of tackling the UK’s advice gap say IFAs. This is the conclusion of new research…
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IFAs: The Human Touch Still Counts
A new study shows that when it comes to IFAs and their clients, there’s still value in the human touch, despite the…
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Fairstone Takes Hase Osborne On-Board
Hase Osborne Asset Management has joined the Fairstone Group and after a period of integration, is likely to be acquired by the…
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