Loyal North website

Fast-growing Financial Planning and wealth management group Loyal North has completed two more acquisitions in Hertford and Essex, adding £56m in AUM.

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Many pension savers are choosing multi-asset strategies

Clients are turning to multi-asset investment strategies to help them cope with their financial fears in retirement, according to a new provider survey of advisers.

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Skerritts website

Acquisitive South Coast-based wealth manager Skerritts has acquired £1bn AUM Harrogate advice firm Ellis Bates Financial Advisers for an undisclosed amount.

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VouchedFor website

Professional advisers' review site VouchedFor has joined forces with global asset manager BlackRock and adviser investment platform Fundment to launch a 2025 Guide to Top Rated Financial Advisers.

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Brooks Macdonald website

Wealth manager and Financial Planner Brooks Macdonald has acquired Norwich-based Lucas Fettes Financial Planning for an undisclosed amount.

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Tuesday, 17 September 2024
Articles

Fintel website

Fintech and adviser support services firm Fintel, owner of SimplyBiz and Defaqto, said profits climbed 7% to £9.6m in the six months to the end of June.

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GSB Wealth website

Dubai-based wealth manager and Financial Planner GSB has recruited Paul Waterman and Craig Holding to join its GSB Wealth division.

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Andy Payne of SJP Academy

The St James’s Place Financial Adviser Academy has welcomed 180 newly-qualified advisers to a career in Financial Planning.

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Wesleyan website

Two-thirds of advisers (66%) say they have changed their processes as a result of the FCA’s Thematic Review of Retirement Income Advice published earlier this year.

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Andy Briggs, CEO of Phoenix Group

Retirement and insurance firm Phoenix Group, owner of Standard Life, has scrapped plans to sell its over-50s insurance specialist Sun Life.

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