SOLLA strikes deal for DFM services with wealth manager

Society inks agreement with Canaccord Genuity Wealth Management

Isabel Baxter
clock • 1 min read

The Society of Later Life Advisers (SOLLA) has chosen Canaccord Genuity Wealth Management (CGWM) to be a new partner.

CGWM will provide discretionary fund management services for SOLLA's later life advisers to use as part of their clients' financial planning. CGWM head of intermediaries business development Lee McDowell said: "SOLLA is making a real difference in this industry, and we are proud to be working with them to help financial advisers provide their older clients with the best possible service." SOLLA founder and joint chair Tish Hanifan added: "Older people and their families are at the heart of our not for profit consumer facing organisation and so it is vitally important that we only work...

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Isabel Baxter
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Isabel Baxter

Senior Reporter at Professional Adviser

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