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      Multi Asset Roadshow 2020

      Professional Adviser is back in the new year with the Multi Asset Roadshow, travelling to Harrogate, Warrington, Birmingham, Bristol and London.

      • Date: 28 Jan 2020
      • Harrogate, Warrington, Birmingham, Bristol, London
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      Professional Adviser Awards 2020

      The Professional Adviser Awards recognise excellence in Financial Advice. The 2020 awards will be held at The Brewery on Thursday 6th February.

      • Date: 06 Feb 2020
      • The Brewery, 52 Chiswell Street, London EC1Y 4SD, London
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      Women in Investment Festival 2020

      Investment Week, Professional Adviser, Professional Pensions, Retirement Planner and Investment Europe have collaborated to launch the Women in Investment Festival 2020, in partnership with HSBC Global Asset Management.

      • Date: 03 Mar 2020
      • The Brewery 52 Chiswell Street London EC1Y 4SD, London
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      Professional Adviser 360 2020

      The highly anticipated Professional Adviser 360 conference is taking place on 21st April 2020 at The Brewery in London.

      • Date: 21 Apr 2020
      • The Brewery Chiswell Street London EC1Y 4SD, London
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  • Trending now
  • Property fund gating reaction
  • Paradigm Norton launches academy

Companies

100 employees join SLA's 1825 as Grant Thornton acquisition completes
  • Companies
100 employees join SLA's 1825 as Grant Thornton acquisition completes

100 employees move

  • 02 December 2019
Fairstone adds £150m FUM in seventh acquisition of 2019
  • Companies
Fairstone adds £150m FUM in seventh acquisition of 2019

Octagon Wealth Management

  • 26 November 2019
Pareto bolsters its ranks with three new paraplanners
  • People
Pareto bolsters its ranks with three new paraplanners

Combined five decades’ experience

  • 21 November 2019
Embark Group: 'Zurich purchase was opportunistic - we have no plans to acquire anything else'
  • Companies
Embark Group: 'Zurich purchase was opportunistic - we have no plans to acquire anything else'

Following Zurich acquisition

  • 20 November 2019
Embark to acquire Zurich Retail Investment Platform and Investment Services
  • Companies
Embark to acquire Zurich Retail Investment Platform and Investment Services

Undisclosed fee

  • 20 November 2019
Advice firm consolidator Succession Wealth opens HQ in Birmingham
  • Companies
Advice firm consolidator Succession Wealth opens HQ in Birmingham

Firm's central hub

  • 14 November 2019
Schroders Personal Wealth launches PR campaign to tackle advice perceptions
  • Companies
Schroders Personal Wealth launches PR campaign to tackle advice perceptions

21% of people would rather see a dentist

  • 13 November 2019
Andy Briggs named Phoenix chief exec as Clive Bannister exits
  • People
Andy Briggs named Phoenix chief exec as Clive Bannister exits

Bannister oversaw Standard Life acquisition

  • 08 November 2019
Ludlow expands North West presence with latest acquisition
  • Companies
Ludlow expands North West presence with latest acquisition

Firm's third acquisition this year

  • 07 November 2019
Scottish Friendly completes Canada Life pension book acquisition
  • Companies
Scottish Friendly completes Canada Life pension book acquisition

AUM increase by £2.4bn

  • 06 November 2019
Tenet acquires two advice firms in bid to expand regional network
  • Companies
Tenet acquires two advice firms in bid to expand regional network

£25 AUM

  • 05 November 2019
Warwickshire IFA bought for up to £615,000
  • Companies
Warwickshire IFA bought for up to £615,000

50 AFH acquisitions since AIM listing

  • 04 November 2019
Bravura set to acquire platform software company for £13m
  • Companies
Bravura set to acquire platform software company for £13m

Equivalent to AUS$25m

  • 29 October 2019
Hop property: Succession closes on £8.5bn FUM with IPA acquisition
  • Companies
Hop property: Succession closes on £8.5bn FUM with IPA acquisition

Plans to acquire more

  • 24 October 2019
Tilney names new Belfast director of financial planning
  • Companies
Tilney names new Belfast director of financial planning

Newly created role

  • 14 October 2019
Ascot Lloyd to complete eight acquisitions before 2020
  • Companies
Ascot Lloyd to complete eight acquisitions before 2020

To add £1.2bn FUM

  • 07 October 2019
Two West Midlands advice firms merge to form 'full IFA service'
  • Companies
Two West Midlands advice firms merge to form 'full IFA service'

'Truly independent advice'

  • 02 October 2019
Gilbert to retire from Standard Life Aberdeen in 2020
  • Companies
Gilbert to retire from Standard Life Aberdeen in 2020

Will not seek re-election at May AGM

  • 02 October 2019
Clifton AM to acquire Portsmouth advice firm
  • Companies
Clifton AM to acquire Portsmouth advice firm

In talks with 13 firms

  • 30 September 2019
Three Tavistock bosses loan firm £630,000 to 'bolster' capital position
  • Companies
Three Tavistock bosses loan firm £630,000 to 'bolster' capital position

Despite challenging conditions

  • 27 September 2019
Paradigm Norton hires nine financial planners
  • Companies
Paradigm Norton hires nine financial planners

To Bristol and London offices

  • 24 September 2019
Just Group appoints David Richardson as CEO
  • Companies
Just Group appoints David Richardson as CEO

Was interim CEO

  • 19 September 2019
AFH buys IFA Broadleaf for £3.2m
  • Companies
AFH buys IFA Broadleaf for £3.2m

Initial payment of £1.7m

  • 18 September 2019
Cumbrian advice firm awarded gold by Investors in People
  • Companies
Cumbrian advice firm awarded gold by Investors in People

‘If our people are the best they can be, then so is our service’

  • 17 September 2019
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