UK wealth and asset management deals rose from 107 in 2023 to 122 in 2024
Accessibility and cashflow modelling outlined as measures of value
Advice gap to increase by end of year
Nine years after the introduction of the Lifetime ISA
According to Legal & General's research with Opinium
Azets acquires Newcastle-based firm Laurus Associates to expand services
Strategic review prompts transfer as Chesnara expands life and pension portfolio
Efinity Wealth, Harris & Co Wealth Management, and Secure Financial Planning
More than two-fifths plan to offer ESG analysis services to all clients in future
First year marked by challenges and change