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Your Business

PA Management Retreat 2023: Final chance to register a place!

Your Business

PA Management Retreat 2023: Final chance to register a place!

Specialist two-day conference purpose-designed for firm directors

clock 15 May 2023 • 1 min read
Knowing where to turn: Reassuring clients in turbulent times

Your Business

Knowing where to turn: Reassuring clients in turbulent times

'Above all, clients need to feel a reassuring hand on the shoulder'

clock 15 May 2023 • 4 min read
Continuum launches succession solution for partnership members

Your Business

Continuum launches succession solution for partnership members

National IFA’s succession programme manages whole of sale process

clock 10 May 2023 • 2 min read
Succession buys Scottish firm Spence & Spence with £170m assets

Your Business

Succession buys Scottish firm Spence & Spence with £170m assets

Deal remains subject to approval from the Financial Conduct Authority

clock 09 May 2023 • 1 min read
Continuum hits £1.72bn in assets after 9 years of quarterly growth

Your Business

Continuum hits £1.72bn in assets after 9 years of quarterly growth

Plymouth national IFA was minority acquired by M&G in March

clock 05 May 2023 • 1 min read
Lumin Wealth expands its financial planning services into Cambridge

Your Business

Lumin Wealth expands its financial planning services into Cambridge

Chartered financial planner Tim Webb to head up a new office

clock 04 May 2023 • 1 min read
The Verve Foundation launches scheme to help new IFAs flourish

Your Business

The Verve Foundation launches scheme to help new IFAs flourish

12-week programme aims to help advisers grow their businesses

clock 02 May 2023 • 2 min read
PA360: Check out the photo gallery from this year's conference

Your Business

PA360: Check out the photo gallery from this year's conference

Our flagship conference took place last week at The Brewery in London

clock 02 May 2023 • 1 min read
M&A activity in wealth management sector set for significant rise

Your Business

M&A activity in wealth management sector set for significant rise

Wealth managers acquired £137bn in combined value AUM last year

clock 02 May 2023 • 1 min read
PA Awards 2023: Meet the Best Financial Advisers to Work For

Your Business

PA Awards 2023: Meet the Best Financial Advisers to Work For

Identifying, recognising and honouring the best places of employment

clock 27 April 2023 • 2 min read
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