Possible resurgence of care insurance products?
Conference on 7 October in London
Equivalent to a marathon a day
A 'highly scalable business model'
First event 2 October
Getting the right intergenerational wealth strategy in place can help you retain clients and grow your business – and sometimes you need to look to the youngest generations to add the most value.
Mattioli Woods has completed the acquisition of Ludlow Wealth Management, subject to regulatory approval, after extending the long stop date of the share price agreement by a month on 1 September.
First acquisition in series of IFA purchases
IFA firm formed during pandemic
Research, data, product design and distribution