IFA

MKC Wealth acquires IFA clients of Sevenoaks accountancy firm

Your profession

MKC Wealth acquires IFA clients of Sevenoaks accountancy firm

Follows the retirement of Samuels’ in-house adviser

clock 10 November 2022 • 1 min read
Cost misconceptions isolating at retirement savers from advice

Pensions

Cost misconceptions isolating at retirement savers from advice

New survey shows only 13% of those over 40 have spoken with an IFA

clock 31 October 2022 • 1 min read
Advisers on the ageing industry: 'Clients need to see a few grey hairs'

Your profession

Advisers on the ageing industry: 'Clients need to see a few grey hairs'

Only 5.7% of advisers in the UK are under 30, according the FCA

clock 27 September 2022 • 6 min read
PE-backed Skerritts buys Hampshire-based IFA

Your Business

PE-backed Skerritts buys Hampshire-based IFA

Seventh deal since PE funding

clock 06 September 2022 • 2 min read
Radiant Financial Group purchases two Scottish IFA firms

Your Business

Radiant Financial Group purchases two Scottish IFA firms

Total AUA £1bn

clock 05 September 2022 • 3 min read
Tatton AM completes £7m acquisition of 8AM Global

Investment

Tatton AM completes £7m acquisition of 8AM Global

Follows record year for flows

clock 15 August 2022 • 1 min read
Number of smaller advice firms continues to shrink, analysis finds

Your Business

Number of smaller advice firms continues to shrink, analysis finds

'Costs of running an advice business on the rise'

clock 12 August 2022 • 2 min read
Kingswood acquires Hampshire IFA in sixth deal of the year

Companies

Kingswood acquires Hampshire IFA in sixth deal of the year

‘Reinforces our presence in Hampshire’

clock 01 August 2022 • 2 min read
Hurst Group's Harwood WM buys two IFA firms and rebrands to Argentis Group

Companies

Hurst Group's Harwood WM buys two IFA firms and rebrands to Argentis Group

Adds £100m AUA

clock 18 July 2022 • 2 min read
Wren Sterling acquires Oxford-based financial planning firm

Your Business

Wren Sterling acquires Oxford-based financial planning firm

AUM up to £825m

clock 06 July 2022 • 3 min read
Most read
01

FCA warns of 'inaccurate' information from Hartley Pensions

24 November 2022 • 2 min read
02

What it takes to become a good leader in financial planning

24 November 2022 • 7 min read
03

Compelling reasons: Growing a Lifetime ISA for retirement

24 November 2022 • 3 min read
04

Mechanics and guides: The growing trend of dual role advisers

23 November 2022 • 6 min read
05

Novia's platform cuts 'part of activities to recalibrate the business'

24 November 2022 • 3 min read