Articles by Julian Marr
Lighthouse to transfer auto-enrolment business to Smart Pension
After strategic review
Consolidator AFH sets new 'aspirational' growth targets
As annual profits almost double
Keith Balmer: Getting active for the new year
Investors must be nimble
AFH buys Hayburn Rock Group for up to £3.5m
West Midlands-based business
KW Wealth appoints Patrick Goulding group finance director
From Ardmore Partners
City of London completes £1.4m Acorn to Oaks acquisition
West Midlands-based adviser
Divorced women the 'poor relations of pensions wealth' - Royal London
January is ‘divorce month’
Prando's Asset Management - 2018 Christmas quiz answers and winners
The chairman stumps up three Amazon vouchers
Prando's Asset Management - 2018 Christmas quiz
Win one of three £20 Amazon vouchers
FCA reveals proposals on overdrafts and other high-cost credit products
‘Radical changes’ planned
AFH buys CTL Three and subsidiaries for up to £10m
Passes £5bn FUM with biggest-ever deal
Fundscape hires Aviva's Gavin Fielding for editorial director role
Creates northern office
AJ Bell float price implies £626m-£675m market cap
Prospectus expected today
Nucleus revamps relationship with tech provider Bravura
‘To drive future inflows and AUA growth’
AJ Bell confirms intention to float in December
‘To support growth strategy’
Multi-asset insight: Video interview with James Bateman
Fidelity International multi-asset CIO James Bateman talks to Julian Marr about recent market volatility, portfolio positioning and his thoughts on the coming year
AFH buys Kent-based CWP Financial Services for up to £890,000
600-plus clients
Rivals' re-platforming woes boost Transact's Q3 net sales - Fundscape
‘Latent strength of advice market’
FCA opens up debate on fair pricing in financial services
Focus on price ‘sensitivity’ and ‘discrimination’
Lighthouse renews affinity contract with British Airways Clubs
40,000-member organisation
State pension set to rise 2.6% as inflation falls below expectations
September CPI at 2.4%
AFH completes £15m fund-raising for new acquisitions
Share issue oversubscribed
AFH seeks to raise £15m through new share issue
To increase ‘national footprint’
FCA calls on payday lenders to review lending activity
To ensure creditworthiness assessments compliant
FSCS CEO Mark Neale to step down in May 2019
After nine years in role
Lighthouse secures advice deal with 450,000-member NEU
National Education Union
New pension transfer rules to change advice conversations - research
From LCP and Royal London
KW Wealth acquires Marchant McKechnie for up to £4m
Adds £200m of AUA
AFH buys Maidstone-based Core FS for up to £7.7m
Biggest deal in 27-year history
Nucleus, Standard Life and True Potential win at UK Platform Awards
PA’s Tom Ellis again judged top journalist
AFH buys client portfolios of Beaufort Securities' Colwyn Bay office
Adds up to £130m FUM
AFH acquires client portfolio of Emery Little for up to £1.6m
Wiltshire-based business
Sanlam UK hires Richard Pursglove as head of distribution
To shape sales and marketing strategy
AFH buys Devon-based Lyn Financial Services for up to £4.2m
Third deal in two weeks
AFH buys Thomas Heald business for up to £5.1m
Consolidator’s largest deal of year
Hargreaves Lansdown sees record £7.6bn net new business in 2017/18
‘Client service key to structural growth’
New hope for pension scam victims from 'landmark' ombudsman ruling
‘Chance of redress’ – Steve Webb
UK pensioners average £3,500 income tax a year, FOI request reveals
‘Generation still taxed’
Lighthouse renews advice deal with 142,000-member Prospect union
After competitive tender exercise
Nucleus set to float on AIM
‘£150m valuation’
Nucleus to float on AIM next week - reports
‘£150m valuation’
Lighthouse renews affinity contract with foster carers' association
FosterTalk has 20,000 members
Prando's Asset Management - 20 years of hurt
The chairman jumps on the World Cup bandwagon
FCA ends long-standing customer investigation of Scottish Widows
Case still open on four insurers
Retired more likely to bequeath than use wealth - IFS research
Patterns may change in future
AFH buys Corville Financial for up to £2.9m
York-based business
Mattioli Woods ceases DB transfer advice
Undertaking ‘full review’
Meritor deal signals AFH's professional connection ambitions
‘Pathway to work’