Business and Development
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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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World Financial Planning Day returns 8 October to help people build brighter futures
As households around the world continue to feel the impact of inflation and rising debt, Financial Planning Standards Board Ltd. (FPSB) and its global…
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