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Author profile

Julia Bahr

Julia Bahr

Articles by Julia Bahr

Clifton AM acquires Caerphilly-based Mark Phillips

Your Business

Clifton AM acquires Caerphilly-based Mark Phillips

Third acquisition in 2022 boosts the firm’s AUM to over £1bn

clock 10 October 2022 • 2 min read
Wren Sterling buys Leamington Spa-based financial planning firm

Your Business

Wren Sterling buys Leamington Spa-based financial planning firm

Third acquisition for 2022 adds £250m in assets under management

clock 06 October 2022 • 2 min read
Seccl launches digital SIPP for accumulation clients

Pensions

Seccl launches digital SIPP for accumulation clients

Pensions powered 'with no paper, no post, no salespeople'

clock 06 October 2022 • 2 min read
UKSIF to launch sustainability-focused adviser directory

Investment

UKSIF to launch sustainability-focused adviser directory

Aims to help advisers gain clients with sustainable interests

clock 04 October 2022 • 1 min read
CISI reveals sharp rise in people seeking financial advice

Your profession

CISI reveals sharp rise in people seeking financial advice

People signal growing concerns about cost-of-living crisis impact

clock 30 September 2022 • 2 min read
Brooks Macdonald acquires Manchester-based Adroit Financial Planning

Your Business

Brooks Macdonald acquires Manchester-based Adroit Financial Planning

Deal follows its purchase of Integrity Wealth Solutions

clock 30 September 2022 • 2 min read
'Adviser in their pocket': Digital advice will serve lower value clients

Your profession

'Adviser in their pocket': Digital advice will serve lower value clients

Digital advice great first step for people who are ‘scared of money’

clock 29 September 2022 • 2 min read
Consumer protection crucial in 'complex' ESG market, says FCA

Investment

Consumer protection crucial in 'complex' ESG market, says FCA

Industry experts share views at Boring Money's Retail Investor Event 2022

clock 29 September 2022 • 2 min read
Advisers on the ageing industry: 'Clients need to see a few grey hairs'

Your profession

Advisers on the ageing industry: 'Clients need to see a few grey hairs'

Only 5.7% of advisers in the UK are under 30, according the FCA

clock 27 September 2022 • 6 min read
Penfold hires team to launch adviser portal and service

Your profession

Penfold hires team to launch adviser portal and service

Specialists to tackle advisers’ ‘frustration at sector’s slow adoption of tech’

clock 27 September 2022 • 2 min read
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