Companies

Advisers face renewed CII exam tech issues

Your profession

Advisers face renewed CII exam tech issues

'Kicked out of the system'

clock 26 July 2022 • 2 min read
Clifton AM acquires Aberdeen adviser firm

Your Business

Clifton AM acquires Aberdeen adviser firm

£860m AUM

clock 18 July 2022 • 2 min read
Sanlam Wealth to rebrand as atomos

Companies

Sanlam Wealth to rebrand as atomos

‘Indivisible’ in ancient Greek

clock 15 July 2022 • 1 min read
Just Wealth academy launches client facing fast track option

Your profession

Just Wealth academy launches client facing fast track option

‘Step out of the shadow’

clock 13 July 2022 • 2 min read
Solomon Capital hires former Quilter acquisitions director

Your profession

Solomon Capital hires former Quilter acquisitions director

She joined Quilter in 2018

clock 12 July 2022 • 1 min read
SIF 2022: 'ESG is a journey - collaborate to meet the challenges'

Your profession

SIF 2022: 'ESG is a journey - collaborate to meet the challenges'

'Communication is key'

clock 11 July 2022 • 2 min read
Advisers 'underestimate' number of financially vulnerable clients

Your profession

Advisers 'underestimate' number of financially vulnerable clients

'Be the safe pair of hands they need'

clock 07 July 2022 • 3 min read
ValidPath hires corporate finance director for succession business

Companies

ValidPath hires corporate finance director for succession business

IFA consolidation alternative

clock 05 July 2022 • 1 min read
Titan Wealth acquires DFM Baggette Asset Management

Companies

Titan Wealth acquires DFM Baggette Asset Management

Based in Poole, Dorset

clock 04 July 2022 • 1 min read
Evelyn Partners re-appoints Nick Reeves as a partner

Companies

Evelyn Partners re-appoints Nick Reeves as a partner

London office

clock 04 July 2022 • 2 min read