Financial Planning network Rosemount Financial Solutions (IFA) has added an AI-powered tool designed to simplify dealing with ceding scheme providers.
Cheshire-based IFA network Corbel has made its eighteenth acquisition since 2023 under its succession proposition.
One in five independent financial adviser firms (20%) say hiring one or more financial advisers is a key part of their growth strategy this year, according to a new report.
Quilter Financial Planning, the advice network arm of wealth manager Quilter, has appointed Warren Vickers as managing director.
Over four in five (84%) of financial advisers are prioritising business growth over the next year, according to a new report.
Tim Riseborough, chief operating officer of Rimbal and group operations director of ValidPath, has received authorisation from the FCA to join the board of ValidPath.