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Your profession

Chris Budd: The emergency financial plan

Your profession

Chris Budd: The emergency financial plan

The cashflow forecast

clock 04 February 2022 • 3 min read
Planning on cusp of a 'golden age' as tech serves growing demand

Technology

Planning on cusp of a 'golden age' as tech serves growing demand

‘Planning more accessible than ever before’

clock 02 February 2022 • 1 min read
Perspective acquires Alcester-based IFA in latest deal

Your profession

Perspective acquires Alcester-based IFA in latest deal

Adds £160m AUM

clock 02 February 2022 • 2 min read
Abrdn taps Schroders PW for financial planning head

People

Abrdn taps Schroders PW for financial planning head

Ex-Coutts CEO Sarah Deaves joins abrdn

clock 02 February 2022 • 1 min read
Tweed WM snaps up 'rival' in bid to expand in Scottish Highlands

Your profession

Tweed WM snaps up 'rival' in bid to expand in Scottish Highlands

Scottish advice firm Tweed Wealth Management has acquired "rival" Inverness-based firm John Home Wealth Management to take its assets under management to £380m.

clock 01 February 2022 • 1 min read
Candidate suffers hour-long remote CII exam delay

Your profession

Candidate suffers hour-long remote CII exam delay

Further stress

clock 01 February 2022 • 3 min read
Openwork completes senior team revamp with Rob Askham hire

People

Openwork completes senior team revamp with Rob Askham hire

Joins as propositions director

clock 01 February 2022 • 1 min read
Kingswood buys Rotherham firm in second South Yorkshire deal in a week

Your profession

Kingswood buys Rotherham firm in second South Yorkshire deal in a week

International consolidator hits £8bn AUA

clock 01 February 2022 • 1 min read
Peter Calvert: Why integration will be the key tech trend this year

Technology

Peter Calvert: Why integration will be the key tech trend this year

2022 predictions

clock 31 January 2022 • 3 min read
Continuum adds another adviser as assets grow by 30% in 2021

Your profession

Continuum adds another adviser as assets grow by 30% in 2021

Annual financial results

clock 31 January 2022 • 1 min read
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