Dashboard provider operated in South Africa since 2019
Wealth manager to pay an initial consideration of £8.78m
Wimbledon-based firm acquires the book of retirement Kent adviser
PA hears how advisers all across the nation structure their workdays
Join us on 19 September at the London Hilton on Park Lane
Deal expected to be concluded in October and remains subject to a raft of approvals
Plan split into two parts with 2023 focus on solving legacy problems
Aviva research finds quarterly or even monthly portfolio reviews are common
FCA concluded its investigation in Link Fund Solutions
IM Asset Management announces deal extenstion with platform