The acquisitions mark Söderberg & Partners’ first major UK investments
The Money Matters report aims to help more women engage with investing
Adviser training includes immersive 360° film and interactive role play
The tool will help the firm monitor and improve client experience
To take over from Andrew Croft who is set to retire from top job
The Official Receiver will be the liquidator of Independently East
Deal takes adviser numbers to 36 and client numbers to nearly 4,500
'Women must play the leading role in their own financial lives'
Around 3.7 million people in 2022 compared to 20% in 2017
Apollo Private Wealth lists strategies to minimise tax when paying school fees