Your Business

Embark utilises Lloyds backing for tech and service upgrade

Your Business

Embark utilises Lloyds backing for tech and service upgrade

Reduced need for manual processes part of the enhancements

clock 23 February 2023 • 1 min read
How advisers deal with the power of online customer reviews   

Featured

How advisers deal with the power of online customer reviews   

Number of ‘cold’ enquiries received from online research increases

clock 22 February 2023 • 4 min read
One Four Nine buys Scottish IFA in largest acquisition to date      

Your Business

One Four Nine buys Scottish IFA in largest acquisition to date      

AUM up to £1.3bn in seventh purchase since inception

clock 22 February 2023 • 2 min read
National IFA Continuum expands its services into Northern Ireland

Your Business

National IFA Continuum expands its services into Northern Ireland

Plymouth-based national IFA now has 63 advisers working for it

clock 20 February 2023 • 1 min read
Client data at risk after Succession Wealth suffers cyber attack

Your Business

Client data at risk after Succession Wealth suffers cyber attack

Statement says the Aviva-owned firm ‘quickly launched an investigation’

clock 15 February 2023 • 1 min read
Scandi advice giant with £60bn in client assets enters UK market   

Your Business

Scandi advice giant with £60bn in client assets enters UK market   

Söderberg & Partners appoints former Novia executives to lead UK operations

clock 14 February 2023 • 2 min read
Wren Sterling finalises acquisition of advice firm in Warwickshire

Your Business

Wren Sterling finalises acquisition of advice firm in Warwickshire

Deal first announced in October adds £250m to national IFA’s books

clock 14 February 2023 • 1 min read
Restricted firm says model 'reduces friction' in advice giving process

Technology

Restricted firm says model 'reduces friction' in advice giving process

Bristol firm says efficiencies ‘outweigh benefits of being independent’

clock 13 February 2023 • 2 min read
PE-backed advice firm partners with Rugby Players Association

Your Business

PE-backed advice firm partners with Rugby Players Association

RPA members receive access to financial education and planning

clock 10 February 2023 • 1 min read
Radiant Financial Group acquires Doncaster-based IFA

Your Business

Radiant Financial Group acquires Doncaster-based IFA

Radiant’s first transaction in Yorkshire, with plans to expand in the region

clock 02 February 2023 • 2 min read
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