Your profession

One Four Nine buys Glasgow-based Chartered IFA

Your profession

One Four Nine buys Glasgow-based Chartered IFA

Total £650m AUM

clock 20 July 2022 • 1 min read
M&G Wealth Advice partners with intelliflo

Technology

M&G Wealth Advice partners with intelliflo

Expansion plans

clock 19 July 2022 • 1 min read
Partner Content: How streamlining administration could enable adviser growth

Business models

Partner Content: How streamlining administration could enable adviser growth

A recent Quilter Financial Planning survey shows that advice businesses could grow faster if administrative tasks could be reduced

clock 18 July 2022 • 4 min read
Clifton AM acquires Aberdeen adviser firm

Your Business

Clifton AM acquires Aberdeen adviser firm

£860m AUM

clock 18 July 2022 • 2 min read
Sanlam Wealth to rebrand as atomos

Companies

Sanlam Wealth to rebrand as atomos

‘Indivisible’ in ancient Greek

clock 15 July 2022 • 1 min read
Tech provider intelliflo backs training initiative We Are Change

Your profession

Tech provider intelliflo backs training initiative We Are Change

Key partner

clock 15 July 2022 • 2 min read
Phoenix Group hires PIMFA's Tim Fassam as public affairs director

People

Phoenix Group hires PIMFA's Tim Fassam as public affairs director

August start

clock 14 July 2022 • 2 min read
Dynamic Planner signs 'significant' private equity investment deal

Technology

Dynamic Planner signs 'significant' private equity investment deal

FPE Capital

clock 14 July 2022 • 2 min read
Just Wealth academy launches client facing fast track option

Your profession

Just Wealth academy launches client facing fast track option

‘Step out of the shadow’

clock 13 July 2022 • 2 min read
Women in Financial Advice Awards 2022 in pictures: Winners' gallery

Your profession

Women in Financial Advice Awards 2022 in pictures: Winners' gallery

Ceremony on 6 July

clock 13 July 2022 • 1 min read