Companies

Progeny Adviser Academy celebrates first graduates

Companies

Progeny Adviser Academy celebrates first graduates

Three-year programme

clock 05 April 2022 • 3 min read
RBC set to take over Brewin Dolphin for £1.6bn in 'transformative' acquisition

Companies

RBC set to take over Brewin Dolphin for £1.6bn in 'transformative' acquisition

Share price jumped

clock 31 March 2022 • 2 min read
Foresight Wealth Strategists buys Bury-based IFA

Companies

Foresight Wealth Strategists buys Bury-based IFA

Adds £35m AUM

clock 30 March 2022 • 2 min read
CISI launches updated Wayfinder website to help savers find financial planners

Your profession

CISI launches updated Wayfinder website to help savers find financial planners

‘Improved search experience’

clock 23 March 2022 • 1 min read
Old Mill adds 10 new starters as growth plan progresses

Companies

Old Mill adds 10 new starters as growth plan progresses

26 in six months

clock 15 March 2022 • 2 min read
Vast majority not consulted adviser about their will - LV=

Your profession

Vast majority not consulted adviser about their will - LV=

30 million parents want to leave wealth       

clock 14 March 2022 • 3 min read
Phoenix Group revamps branding to reflect shift away from closed-book consolidator

Companies

Phoenix Group revamps branding to reflect shift away from closed-book consolidator

New logo and tagline

clock 09 March 2022 • 2 min read
Depledge Strategic Wealth Management achieves CISI accreditation

Companies

Depledge Strategic Wealth Management achieves CISI accreditation

67 firms in UK

clock 09 March 2022 • 1 min read
Quilter pre-tax profits up 28% to £138m in 2021

Companies

Quilter pre-tax profits up 28% to £138m in 2021

Quilter platform inflows up 133%

clock 09 March 2022 • 3 min read
LEBC workplace pension adviser Aspira acquires rival

Pensions

LEBC workplace pension adviser Aspira acquires rival

Bought Demna Consulting

clock 03 March 2022 • 1 min read