Business & Development
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Strong performance from Succession
Financial services company Succession has just reported its latest figures, with turnover, profits, platform revenues and funds under management, all up. For…
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JM Finn appoints new head of Yorkshire office
Investment management firm JM Finn & Co has a new head for its Yorkshire office. Andrew Aitken moves from UBS Wealth Management…
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Better Business from Brett Davidson – money can’t buy happiness
Why not give your business a boost by reviewing your business objectives in line with how you want to feel? Brett Davidson…
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The long and winding road – Brian Tora looks at the threats to markets posed by the Brexit headwinds
The UK monetary authorities are facing quite a challenge as they grapple with the policy tools at their disposal in an attempt…
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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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