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Author profile

Julia Bahr

Julia Bahr

Articles by Julia Bahr

MKC Wealth buys London IFA Anthony, Bryant & Company

Your profession

MKC Wealth buys London IFA Anthony, Bryant & Company

Approaches £1bn of assets under advice

clock 11 March 2022 • 3 min read
Rewatch webinar: Baillie Gifford's Ross Mathison on income and growth investing

Investment

Rewatch webinar: Baillie Gifford's Ross Mathison on income and growth investing

Rewatch webinar

clock 10 March 2022 • 1 min read
PIMFA adds Coutts & Co's James Clarry to board

People

PIMFA adds Coutts & Co's James Clarry to board

Led sale of Coutts International business

clock 10 March 2022 • 2 min read
Investment Quorum introduces wealth management app

Your Business

Investment Quorum introduces wealth management app

'Email no longer fit for purpose'

clock 10 March 2022 • 2 min read
Making progress: Women in advice share views on equality, diversity and inclusion

Your profession

Making progress: Women in advice share views on equality, diversity and inclusion

International Women's Day 2022

clock 08 March 2022 • 8 min read
Adviser firms see client engagement as top priority in 2022 - SimplyBiz

Your Business

Adviser firms see client engagement as top priority in 2022 - SimplyBiz

'Value of advice never been clearer'

clock 07 March 2022 • 2 min read
Lumin Wealth buys Hertfordshire firm in fourth acquisition

Your Business

Lumin Wealth buys Hertfordshire firm in fourth acquisition

AUM rises to £800m

clock 04 March 2022 • 2 min read
SJP appoints chief client and reputation officer as rebrand continues

People

SJP appoints chief client and reputation officer as rebrand continues

Oversaw brand’s refresh in January

clock 03 March 2022 • 2 min read
'Distribution remains key': Advisers and experts react to Aviva's purchase of Succession Wealth

Your Business

'Distribution remains key': Advisers and experts react to Aviva's purchase of Succession Wealth

'Distribution remains key to providers'

clock 02 March 2022 • 5 min read
FCA introduces CMCs fee cap

Regulation

FCA introduces CMCs fee cap

‘Changes could save consumers £9.6m a year’

clock 01 March 2022 • 2 min read
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