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.
Acquisitive South Coast-based wealth manager Skerritts has acquired £1bn AUM Harrogate advice firm Ellis Bates Financial Advisers for an undisclosed amount.
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.
Wealth manager and Financial Planner Brooks Macdonald has acquired Norwich-based Lucas Fettes Financial Planning for an undisclosed amount.
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.
Dubai-based wealth manager and Financial Planner GSB has recruited Paul Waterman and Craig Holding to join its GSB Wealth division.
The St James’s Place Financial Adviser Academy has welcomed 180 newly-qualified advisers to a career in Financial Planning.
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.
Retirement and insurance firm Phoenix Group, owner of Standard Life, has scrapped plans to sell its over-50s insurance specialist Sun Life.
Close Brothers group chief executive Adrian Sainsbury has taken temporary medical leave of absence from the business, the company revealed today.
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