Business & Development
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Perspective acquires Hunter & Co (IFA) Ltd and looks forward to a strong start to 2023
Perspective Financial Group Ltd has announced that it has completed a further acquisition with the purchase of Hunter & Co Ltd based…
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YFM makes follow-on investment into Unbiased
YFM Equity Partners (YFM) have announced the completion of a £5m follow-on investment into Unbiased. The latest investment follows YFM’s initial investment…
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Dynamic Planner 2022 Spotlight Report reveals 75% of advice firms servicing more clients than in 2019
Dynamic Planner’s 2022 Spotlight Report finds advisers embrace productivity dividends uncovered by the pandemic to bring financial planning to more people. The…
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Verso Wealth Management buys Heritage, expanding its presence in the Midlands
Verso Wealth Management has announced its acquisition of Heritage Independent Financial Advisers Limited (Heritage). This acquisition extends Verso’s presence across the Midlands…
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BRI Wealth Mgmt’s office Secret Santa takes a charitable turn in 2022
It’s Christmas hats off to the team at BRI Wealth Management with its 2022 ‘Mission Christmas’ initiative. This year, instead of the…
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CISI & Fitch Learning launch schools and colleges programme to improve student socio-economic diversity in financial services
Today, CISI has, in conjunction with Fitch Learning, announced their inaugural Financial Services Career Accelerator education programme. According to CISI, the programme…
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Later life lending flexibility demonstrates the value of advice
By Will Hale, CEO at Key Later Life Finance It’s a £55 billion annual market helping thousands of customers to improve their…
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Advisers who embrace change will thrive in 2023: Dynamic Planner CEO Ben Goss dusts down his crystal ball
Regulatory and technological change are opportunities to be seized, according to Dynamic Planner’s CEO Ben Goss who believes advice firms are positioned…
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Thrive Money launches 30-day financial wellbeing
programmeThrive Money, an online financial education platform founded by B Corp certified financial planning company First Wealth and lifestyle and content creator…
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How Open Banking can change the wealth management industry
By James Hickman, CCO of Ecospend With the average age of a financial adviser sitting at around 55 and over 90 percent…
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