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Your profession

Private equity-backed Cooper Parry acquires rival firm

Companies

Private equity-backed Cooper Parry acquires rival firm

Business has tripled in size in last 12 months

clock 07 September 2023 • 2 min read
IFAs must embrace technology to focus on the value of advice

Technology

IFAs must embrace technology to focus on the value of advice

Tech playing 'increasingly important role' in financial advice process

clock 06 September 2023 • 3 min read
Chancellor set to deliver Autumn Statement on 22 November

Your profession

Chancellor set to deliver Autumn Statement on 22 November

Chancellor will deliver statement alongside OBR forecast

clock 06 September 2023 • 1 min read
One Financial Solutions hires Marlborough to manage new MPS range

Your profession

One Financial Solutions hires Marlborough to manage new MPS range

Firm to transfer £50m into the portfolios in the first year

clock 06 September 2023 • 2 min read
Fidelity International expands sustainable fund range

Your profession

Fidelity International expands sustainable fund range

The funds are part of Fidelity’s wider Sustainable Family range of funds

clock 06 September 2023 • 2 min read
Atomos acquires North London female-based advice firm

Your profession

Atomos acquires North London female-based advice firm

Equanimity offers advice to female HNW clients and business owners

clock 06 September 2023 • 1 min read
Sesame Bankhall Group names industry veteran as new chief executive

Your profession

Sesame Bankhall Group names industry veteran as new chief executive

Richard Harrison brings more than 20 years’ financial services experience

clock 06 September 2023 • 1 min read
Beauty spa owner to adviser: Kieran Fowley on 'taking the plunge'

Your profession

Beauty spa owner to adviser: Kieran Fowley on 'taking the plunge'

‘My only regret is that I could have done it sooner’

clock 06 September 2023 • 4 min read
Appetite for general insurance advice grows in last year

Protection

Appetite for general insurance advice grows in last year

More than half of advisers say clients now want insurance advice 

clock 05 September 2023 • 1 min read
BRI acquires Singular Financial Planning adding £30m AUM

Companies

BRI acquires Singular Financial Planning adding £30m AUM

Wealth management firm completes second Midlands-based acquisition

clock 05 September 2023 • 1 min read
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