AFH buys Northern IFA firm for £3.2m to extend footprint

AFH Financial Group, the wealth manager founded by a Chartered Financial Planner, has acquired Wirral-based Broadleaf Financial Services for a maximum of £3.2 million, subject to performance targets being met during a two year earn out period.

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Millennials snub wealth managers in favour of fintech - study

A new global study on the banking behaviour of people born between 1981 and 1996 has revealed that millennials were snubbing wealth managers in favour of fintech.

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Tilney confirms merger talks with Smith & Williamson

Financial Planner Tilney is in talks with wealth manager Smith & Williamson over a potential merger, it can be revealed.

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Octopus acquires fintech start-up Seccl in £10m deal

London-based financial services firm Octopus Group has agreed a deal to acquire Seccl Technology Limited as it sets out to “disrupt the platform technology market that underpins retail financial services”.

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