Will pay down debt
'Under the radar revenue raiser'
Spring Budget 2021
PA working lunches series
Restructure at regulator
Alongside current backer Synova
Equilibrium Financial Planning managing partner Gaynor Rigby is to leave the business this summer after 11 years with the Wilmslow-based firm.
M&G bought Ascentric in 2020
Deal struck in 2019
Specialises in large estates
Conveyancing, land and property law
Vulnerability shot up 15% in 2020
‘Profound impact on market’
Against Paul Steel and Jacqueline Foster
Will offer simplified advice
'Direction of travel is clear'
AUA worth £80m
Three Chartered financial planners have joined forces to launch a new independent business called Sylvan Financial Management.
Average transfer takes 11.9 days
From the horse's mouth
Spike during first lockdown
Covid-19 and cognitive decline
There is no shortage of IFA firms looking to sell up, writes Daniel Baade. However, the big question is how to finance the acquisition of IFA or wealth management firms...
Maximum 30% of redress
Two-day remote learning sessions
'Better value for money'
Inflows increased 67% in the quarter
Royal assent soon
Creation of chief commercial officer role
Third Covid-19 resilience survey sent to advisers
Standard Life adviser survey
£800,000 annual fee income
Private equity-backed business
‘Dramatic’ drop due to pandemic’s economic impact
Rise in clone scams
Northants and Cambs client base
Unclaimed pots total £19.4bn
Mainly small and medium-sized outfits
All its UK and international students
'Advisers have risen to the challenge'
Advice outsourcing option
Report outlined one-off 5% tax on wealth above £500k