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Your profession

Mattioli Woods acquisition of Ludlow Wealth Management faces delays

Companies

Mattioli Woods acquisition of Ludlow Wealth Management faces delays

One-month extension

clock 01 September 2021 • 1 min read
Cazenove Capital bolsters regional offices with three adviser hires

Your profession

Cazenove Capital bolsters regional offices with three adviser hires

Three new advisers

clock 31 August 2021 • 2 min read
IFA develops trading algorithm with philanthropic twist

Your profession

IFA develops trading algorithm with philanthropic twist

Donated more than £1,000 to cancer charity

clock 31 August 2021 • 2 min read
Ascot Lloyd acquires Aberdeen-based firm and posts £30m loss

Your profession

Ascot Lloyd acquires Aberdeen-based firm and posts £30m loss

Eight IFAs

clock 27 August 2021 • 2 min read
Mattioli Woods acquires financial planning business for up to £1.8m

Your profession

Mattioli Woods acquires financial planning business for up to £1.8m

Payment in three instalments

clock 27 August 2021 • 2 min read
Ex-CISI planning head Jacqueline Lockie becomes CFP coach

Your profession

Ex-CISI planning head Jacqueline Lockie becomes CFP coach

Help prepare adviser firms for succession

clock 26 August 2021 • 1 min read
Courtiers continues expansion with Davidsons IFA acquisition

Companies

Courtiers continues expansion with Davidsons IFA acquisition

Completed earlier this month

clock 26 August 2021 • 1 min read
Chris Davies: The quest for data lakes to streamline regulatory reporting

Technology

Chris Davies: The quest for data lakes to streamline regulatory reporting

Goodbye to 'swivel chair compliance'

clock 26 August 2021 • 3 min read
Asset managers plan to increase investment in AI, survey finds

Technology

Asset managers plan to increase investment in AI, survey finds

Poll conducted by Temenos

clock 26 August 2021 • 1 min read
Hurst Point Group claims former Sanlam Wealth CEO John White

People

Hurst Point Group claims former Sanlam Wealth CEO John White

Will start on 6 September

clock 25 August 2021 • 1 min read
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