Business & Development
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Wedding bells to alarm bells: how divorce risks family businesses
Written by Katie O’Callaghan, Partner at Boodle Hatfield LLP Divorce is rarely simple—but when there are significant or complex wealth structures involved,…
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Succession planning is now embedded in strategy: 73% of IFA owners have a plan
Gunner & Co., the UK’s leading M&A brokerage for financial planning firms, has found that succession planning is now firmly embedded in…
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SmartSearch and Plannr partner to deliver seamless AML compliance for wealth management firms
SmartSearch, the UK’s leading provider of digital anti-money laundering (AML) and compliance solutions, is pleased to announce a strategic partnership with Plannr,…
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BareRock appoints Lee Robertson as non-executive director
BareRock, the digital-first Professional Indemnity Insurance (PII) provider, today announced the appointment of Lee Robertson as Non-Executive Director and Head of Strategic Partnerships. Robertson…
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Nucleus launches ‘Voice of the Adviser Survey’
Nucleus has launched a new survey for 2025, exploring the issues that matter most to its users. Tapping into its network of…
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Collidr launches free fund screening & portfolio comparison tools for advisers
Collidr Technologies Ltd, a technology firm which has provided portfolio solutions to advisory firms for 10 years, has added even more features…
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Why personal branding is the most underrated advantage in the financial advisory industry
Written by Chris Ball, CEO, of Hoxton Wealth In 2013, I didn’t post a single thing online. But, in the past twelve months,…
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New research from Unbiased reveals women prioritise clarity and credentials from financial advisers – not gender
New research by Unbiased, the UK’s leading financial advice platform, reveals that women seeking advice are more likely than men to prioritise…
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Partners Wealth Management acquires Navitage Capital Management
Partners Wealth Management (PWM) today announces its acquisition of Navigate Capital Management (NCM) which will now form part of the PWM brand.…
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Evelyn Partners becomes official wealth management partner of Manchester City Women
Leading wealth manager Evelyn Partners, which is entrusted with over £62 billion of assets, has today announced a new global partnership with…
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