Business & Development
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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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IFAs See Increase In New Business Enquiries
IFAs have seen an increase in new business enquiries as a result of the government’s pension freedoms. This is the conclusion of…
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Succession Makes 24th Acquisition
Succession has clocked up its 24th acquisition with the purchase of Hamilton-based Caledonia Financial Planning for £2.5m. Succession began working with Caledonia…
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The Economic Pressures To Watch Over The Coming Weeks
Head of Investment Research at Prudential Portfolio Management Group (PPMG) David Shairp outlines the economic pressures to watch over the coming weeks…
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Financial markets have priced in ‘Remain’ – but what if they are wrong?
Nigel Green, founder and CEO of deVere Group, says that financial markets appear to have already priced in a ‘remain’ outcome in…
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Advisers Must Collaborate More Says Accountancy Firm
Accountancy firm Clapton Consultants says that advisers must now work more closely with accountants in order to deliver the best financial solution…
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“How are we positioned ahead of the Brexit vote?” asks David Absolon
Investment Director at Heartwood Investment Management David Absolon said: “The Brexit vote is less than two weeks away, the margin of error…
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