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Your Business

Ex-Bupa boss David Hynam appointed as chief executive at LV=

Your Business

Ex-Bupa boss David Hynam appointed as chief executive at LV=

Set to succeed interim CEO Mark Hartigan who will leave imminently

clock 26 September 2022 • 2 min read
Chorley-based True Bearing AUM passes £1bn milestone  

Your Business

Chorley-based True Bearing AUM passes £1bn milestone  

The firm bought nine IFAs in 2022

clock 23 September 2022 • 2 min read
How financial advice firms can ride the expected 'wealth wave'

Your Business

How financial advice firms can ride the expected 'wealth wave'

Nick Hall says a wave of wealth is approaching and says technology is the key to gaining ground

clock 22 September 2022 • 2 min read
LoA and transfers remain a major issue in the industry

Your Business

LoA and transfers remain a major issue in the industry

The Lang Cat finds letters of authority are taking six months

clock 20 September 2022 • 3 min read
Just Wealth client referrals up 300% in first half of the year

Your Business

Just Wealth client referrals up 300% in first half of the year

Majority of referrals come from national broker parent firm

clock 15 September 2022 • 2 min read
Four lenses for looking through market volatility

Your Business

Four lenses for looking through market volatility

Nick Armet explores how advisers can help clients navigate choppy markets

clock 13 September 2022 • 5 min read
Clifton AM purchases Noble James Associates

Your Business

Clifton AM purchases Noble James Associates

AUM up to £970m

clock 12 September 2022 • 2 min read
Fairstone acquires Dublin-based Pax Financial

Your Business

Fairstone acquires Dublin-based Pax Financial

Adds £200m FUM

clock 12 September 2022 • 2 min read
CashCalc launches integration with Wealthcraft

Your Business

CashCalc launches integration with Wealthcraft

'Integrations are top priority'

clock 09 September 2022 • 2 min read
'Lack of certainty for businesses': Advisers on the new 'energy price cap'

Your Business

'Lack of certainty for businesses': Advisers on the new 'energy price cap'

'Plan with the worst case scenario'

clock 09 September 2022 • 4 min read
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