Evelyn Partners adds sixth advice firm to succession programme
Deal will see four members of staff join the wealth management group
Deal will see four members of staff join the wealth management group
Paraplanner sparks debate as he looks to clean up advice industry from within
Despite continued regulatory scrutiny, more than half (54%) of UK financial advisers have not adapted their investment process over the last two years, according to research from FE.
Sanlam UK has continued its expansion by acquiring East Yorkshire based financial planner Grennan Advisers, adding £60m of assets under management (AUM).
AJ Bell has secured a period of bidding exclusivity for Cofunds’ retail arm, according to reports.