- Wednesday, 18 September 2019
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.Read more...
- Thursday, 12 September 2019
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.Read more...
- Monday, 19 August 2019
Financial Planner Tilney is in talks with wealth manager Smith & Williamson over a potential merger, it can be revealed.Read more...
- Thursday, 15 August 2019
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”.Read more...