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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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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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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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

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

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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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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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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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