Business & Development
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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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Chase de Vere delivers strong performance in 2024, underpinned by exceptional client feedback
Chase de Vere, the national firm of Independent Financial Advisers, has produced its Annual Report & Financial Statements for the year ending…
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Finli completes 11th acquisition in under 4 months
The Finli Group, the national adviser with over £5bn in assets under advice, has brought on a further six advisory firms since…
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Aberdeen Adviser launches new client asset migration service to streamline platform transitions for advisers
Aberdeen Adviser has launched a new Client Asset Migration Service designed to ease the process of moving client assets from one platform to another,…
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The truth behind selling your IFA firm
You’ve worked for years to build your IFA firm; shedding blood, sweat and tears to make it a success. After all that,…
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