Impact investment hub Worthstone has launched a social investment training manual after seeing "increased demand" from advisers wanting to know more about ethical investing.
The manual, ‘The Adviser Competency Training (ACT)', aims to educate financial advisers on the key elements of social investing, including how social investment tax relief works and how their clients might...
Creation of chief commercial officer role
£800,000 annual fee income
Private equity-backed business
Northants and Cambs client base
First acquisition of 2021
Third highest monthly figure since 1993
'Cannot normalise this level of loss'
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...
Supported over Christmas
Plus online scams