Evelyn Partners adds sixth advice firm to succession programme
Deal will see four members of staff join the wealth management group
Financial Adviser
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Advisers mull merits of vigilante approach to ‘bad apples’
Paraplanner sparks debate as he looks to clean up advice industry from within
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Half of advisers failing to adapt investment process
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.
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Sanlam UK acquires Yorkshire-based financial planner
Sanlam UK has continued its expansion by acquiring East Yorkshire based financial planner Grennan Advisers, adding £60m of assets under management (AUM).
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AJ Bell secures exclusivity for Cofunds deal talks
AJ Bell has secured a period of bidding exclusivity for Cofunds’ retail arm, according to reports.