AFH buys Northern IFA firm for £3.2m to extend footprint
- Wednesday, 18 September 2019
- Articles
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...Millennials snub wealth managers in favour of fintech - study
- Thursday, 12 September 2019
- Articles
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...Tilney confirms merger talks with Smith & Williamson
- Monday, 19 August 2019
- Articles
Financial Planner Tilney is in talks with wealth manager Smith & Williamson over a potential merger, it can be revealed.
Read more...Octopus acquires fintech start-up Seccl in £10m deal
- Thursday, 15 August 2019
- Articles
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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