Atomos acquires London-based IFA
Equanimity Independent Financial Advisers offers advice predominantly to female high net worth clients
advice
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Quilter Cheviot adds quartet to business development team
Adam Davey has joined the Glasgow office from Royal London
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FCA tightens online financial promotions guidance
Increasing scrutiny of financial influencers on social media
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Waverton Sterling Bond most viewed among advisers
While inflation protection searches ‘barely register’, acccording to Square Mile’s Market Intelligence report for Q2
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One Four Nine Group makes eighth acquisition
Following the appointment of Gabrielle Beaumont as CEO
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Supercharging face-to-face advice with AI assistance
Morningstar’s Derek Smith looks at how AI can help make advice better and more efficient
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Advice network completes quadruple M&A swoop
As it launches a members-only buyout proposition
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Evelyn Partners adds ninth advice firm to succession programme
Deal bolsters the wealth manager’s footprint in Scotland
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Will lack of adviser ESG training spark a mis-selling scandal?
Confusing terminology, no standardised reporting frameworks and greenwashing all could pose a problem
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Albemarle Street Partners rolls out value for money tool for advisers
Allows advisers to measure of the cost-effectiveness of their clients’ portfolios
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Should advice firms set up in-house investment platforms?
Developing and maintaining one can be ‘expensive’
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Wealth manager opens office in Cambridge
A former True Potential financial planner has joined the company to run the operation
