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  • Validpath adds £300m AUM Devon firm to its network

    Adviser network Validpath has added £300m AUM Devon-based adviser Manning & Company to its network and IFA community. 

  • 9 in 10 advisers rely on referrals for new clients

    Referrals from personal connections were the primary source of new clients for 43% of advisers

    Over nine in ten (92%) of IFAs primarily rely on referrals from existing clients to source new ones, according to a new report.

  • 4 in 5 advisers expect business growth this year

    Over four in five (84%) of financial advisers are prioritising business growth over the next year, according to a new report.

  • ValidPath launches 'match-making' for IFA buyers and sellers

    Adviser network ValidPath has today launched what's been called an 'e-Harmony-style' match-making Client Buyout Programme (CBO) to connect buyers of IFA firms in its network with advisers nationally looking to exit the profession and retire.

  • Validpath hires Defaqto’s Perry to spearhead growth

    Network Validpath has appointed experienced professional Roger Perry to spearhead the expansion of its proposition for IFAs.

  • 9 in 10 IFAs 'neglecting' succession planning

    Only 9% of IFA firms are treating succession planning as a "central part" of their business strategy, according to a new report.

  • ValidPath appoints Riseborough to board

    Tim Riseborough, chief operating officer of Rimbal and group operations director of ValidPath, has received authorisation from the FCA to join the board of ValidPath.

  • ValidPath recruits senior Bankhall exec 

    Jon Barham
  • ValidPath launches advice firm sale solution

    Ray Adams, Chartered Financial Planner and founder of CashCalc, said the ValidPath solution could be a gamechanger for advisers
  • Veteran Barry Meeks joins ValidPath board

    ValidPath's website
  • ValidPath launches £100,000 loan facility for ARs  

    Validpath website
  • Ledbury adviser acquired by 3 Planners through Validpath

    Winnell Douglas website

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