Aviva-owned wealth manager and Financial Planner Succession Group has acquired HNW-focused, London-based Chartered Financial Planner London Wall Partners LLP.
Abrdn Wrap has added its first with profits fund to its platform, Wesleyan’s With Profits Growth Fund.
Warwickshire-based Chartered Financial Planner MPA Financial Management has acquired local adviser firm, Worcester-based Suckling Waddington and Partners (SWP), for an undisclosed sum.
A new global study suggests wealthier investors will turn their focus back to equity investments over the next year amid signs interest rates may fall, reducing the attractiveness of cash savings.
Quilter Financial Planning, the restricted financial advice network of Quilter plc, has added four new appointed representative firms.
Adviser fintech and back office provider Intelliflo has linked with fintech firm Aveni.ai to launch a integrate generative AI service which the two firms say could revolutionise financial advice workflow and compliance.
Proposals to introduce a British ISA risk causing more harm than good and damaging the successful ISA brand, according to AJ Bell.
The Chartered Insurance Institute (CII) will next week host its annual Volunteer Awards, which honour volunteers who it said have gone “the extra mile.”
Omnis Investments, adviser network Openwork’s £11bn specialist asset management company, has launched a new managed portfolio service (MPS) known as Omnis Agility.
Three quarters (75%) of financial advisers are reviewing their retirement approach following the FCA’s thematic review of retirement income advice.