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Your Business

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
Why DEI must not become an exercise in exclusion

Your Business

Why DEI must not become an exercise in exclusion

DEI programmes must include absolutely everyone to succeed

clock 01 February 2023 • 4 min read
Leadership skills: The art of giving effective feedback

Your Business

Leadership skills: The art of giving effective feedback

Feedback has the ability to both inform and empower

clock 30 January 2023 • 3 min read
Innovation, conviction, investment: The future (and past) of networks

Your Business

Innovation, conviction, investment: The future (and past) of networks

Thriving networks must be customer-centric and deliver real value

clock 30 January 2023 • 5 min read
Next gen view: 'Starting a firm is like parenting, you're learning daily'

Your Business

Next gen view: 'Starting a firm is like parenting, you're learning daily'

Podcast discusses the challenges of being a new advice business owner

clock 27 January 2023 • 3 min read
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