'Meaningful client reporting'
'Halfway to establishing 25 offices'
Share purchase deal with assets of £28m
Brings in recurring revenue of £700,000
Valuations on businesses 'looking toppy’
A divisive subject
‘Gareth Southgate Wealth Management’
Acumen Investment Partnership
Ten key facts about the financial advice business
£4.5bn revenue earned from advisers
Adding total of £220m AUM
Deal for financial planning and investment assets
Scale is the answer
Need to ensure ‘customer-first’ propositions
Advisers need to delegate and outsource
Sandringham Financial Partners went independent this week
The need for scale
'Vast majority' do not find value in advice process
Regulator accepted nine firms into advice unit
Cathi Harrison explores the options
How big is the demand for women-only advice?
Planning service will focus on the financial needs of women