Canaccord Genuity makes pair of business development hires
Toby Gower and Francis Walker join the firm
Toby Gower and Francis Walker join the firm
Equanimity Independent Financial Advisers offers advice predominantly to female high net worth clients
Spence & Spence is the firm’s 62nd acquisition since 2014
Firm wants the profession ‘to appeal to a wide audience’
Deal adds £700m in assets under management
Group FUM has surpassed £13bn
To help IFAs engage with clients and build relationships with the next generation
Firm now has over £1bn in assets under management
The deal adds £250m in AuM to Wren Sterling and strengthens presence in Warwickshire
One Four Nine has bought three advice firms since launching in late 2021
Increases to 23% for sole financial planners, finds Dynamic Planner
‘Confusion around product types and areas such as impact vs return is still widespread’