Advice firms seem ‘increasingly cautious’ after period of change
Things are changing, but adviser relationships remain essential
Deal creates one of the largest wealth managers in the UK
Seventh acquisition for 2022 brings group’s total AUA to over £10m
Set to succeed interim CEO Mark Hartigan who will leave imminently
The firm bought nine IFAs in 2022
Nick Hall says a wave of wealth is approaching and says technology is the key to gaining ground
The Lang Cat finds letters of authority are taking six months
Majority of referrals come from national broker parent firm
Nick Armet explores how advisers can help clients navigate choppy markets