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Your profession

IFAs believe younger clients want virtual meetings and retirees prefer face-to-face

Your profession

IFAs believe younger clients want virtual meetings and retirees prefer face-to-face

204 IFAs surveyed

clock 16 August 2021 • 1 min read
Clifton Asset Management acquires Leonard Gold Financial Management

Your profession

Clifton Asset Management acquires Leonard Gold Financial Management

Looking to complete five deals by early 2022

clock 16 August 2021 • 1 min read
Russell Andrews: New age, new risks for advice firms

Technology

Russell Andrews: New age, new risks for advice firms

'The truth about disruption'

clock 13 August 2021 • 4 min read
Chris Budd: What are your clients' objectives?

Your profession

Chris Budd: What are your clients' objectives?

Avoiding goals

clock 13 August 2021 • 3 min read
MacKay to head up AJ Bell Investcentre as Lyons moves to mobile platform

Your profession

MacKay to head up AJ Bell Investcentre as Lyons moves to mobile platform

Touch by AJ Bell in development

clock 12 August 2021 • 2 min read
Total 141 restricted advisers leave Quilter in 2021

Your profession

Total 141 restricted advisers leave Quilter in 2021

Net client cashflow per adviser has increased

clock 11 August 2021 • 2 min read
Quilter adds further £7m to Lighthouse DB transfer compensation fund

Your profession

Quilter adds further £7m to Lighthouse DB transfer compensation fund

£7m added to kitty

clock 11 August 2021 • 1 min read
Succession appoints Standard Life's Barker as director of proposition

Your profession

Succession appoints Standard Life's Barker as director of proposition

To be responsible for firm’s employee benefits business

clock 10 August 2021 • 1 min read
Tenet Group appoints CFO as Keely Craig exits

Your profession

Tenet Group appoints CFO as Keely Craig exits

Craig leaving after four years

clock 10 August 2021 • 1 min read
Perspective makes seventh acquisition of 2021 with Wiltshire-based Avon

Your profession

Perspective makes seventh acquisition of 2021 with Wiltshire-based Avon

'Regulatory burden'

clock 10 August 2021 • 2 min read
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