Revealed: Latest shortlists for the Professional Adviser Awards 2017
Next up - final four regional Adviser Firm categories
All this week, Professional Adviser will be proudly publishing the shortlists for its 2017 adviser and provider awards, the winners of which will be announced at a black-tie ceremony next February.
We are delighted to confirm that more than 200 firms are under consideration for these awards, which are now in their 12th year and seek to reward excellence - both within the financial advice community...
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Openwork shakes up executive team
Creation of chief commercial officer role
Fairstone acquires Berkshire-based financial planner with £60m FUM
£800,000 annual fee income
Succession Wealth reports operating loss of £3.6m in 2020
Private equity-backed business
Perspective Financial Group acquires Corby-based planning firm
Northants and Cambs client base
Transact purchases financial planning software provider Time4Advice
First acquisition of 2021
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Partner Insight: How can advisers bridge the retirement generation gap?
From new attitudes to life, to how they approach investing, the wealth outlook is different for baby boomers, millennials and generation Z. Professional Adviser investigates how this may impact their retirement.
UK borrows £34bn in December as public sector debt set to increase through 2021
Third highest monthly figure since 1993
Advisers to be levied £240m again as FSCS announces £1bn overall levy
'Cannot normalise this level of loss'
Daniel Baade: The rise of debt financing in IFA M&A
There is no shortage of IFA firms looking to sell up, writes Daniel Baade. However, the big question is how to finance the acquisition of IFA or wealth management firms...
Quilter supports 285 young carers in the UK by raising £10,600
Supported over Christmas
