Brooks Macdonald

7IM updates platform to streamline portfolio management

Wrap/platforms

7IM updates platform to streamline portfolio management

‘Listening to what advisers need’

clock 28 April 2022 • 2 min read
Brooks Macdonald FUM declines in first quarter of 2022

Investment

Brooks Macdonald FUM declines in first quarter of 2022

Down 3.9% compared to December 2021

clock 14 April 2022 • 1 min read
Brooks Macdonald opens new Southampton office

Your Business

Brooks Macdonald opens new Southampton office

Team of 25 staff

clock 12 January 2022 • 1 min read
Quilter Financial Advisers names Brooks Macdonald's Keane-Munday as national sales director

Your profession

Quilter Financial Advisers names Brooks Macdonald's Keane-Munday as national sales director

He joins from Brooks Macdonald

clock 10 January 2022 • 1 min read
Big-name discretionary managers struggling to gain adviser market share - research

Managed solutions

Big-name discretionary managers struggling to gain adviser market share - research

80% advisers use MPS

clock 14 October 2021 • 1 min read
Brooks Macdonald launches 'Inclusive Futures' recruitment programme

Your profession

Brooks Macdonald launches 'Inclusive Futures' recruitment programme

Brooks Macdonald has launched ‘Inclusive Futures’, a programme offering ambitious and talented young people entry-level career opportunities across the firm.

clock 14 September 2021 • 1 min read
Robin Eggar: How to think about diversification when approaching retirement

Retirement

Robin Eggar: How to think about diversification when approaching retirement

Diversification of assets

clock 25 August 2021 • 3 min read

Investment

DFM assets keep rising in Q1 amid a shift to active

Q4 2020 saw 11% rise in assets

clock 17 June 2021 • 1 min read

Your profession

David Mulholland: Understanding vulnerable clients' needs

Health, Life Events, Resilience and Capability

clock 11 June 2021 • 4 min read

Your Business

Slotting centralised retirement propositions into an adviser business

Shared understanding

clock 19 May 2021 • 7 min read