Advisory
Advisory
Standard Life has completed the acquisition of wealth manager Pearson Jones from Skipton Building Society, a move which represents its return to offering financial advice.
12 May 2015
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Advisory
National wealth manager and consolidator Bellpenny has acquired two IFA firms with a combined £84m funds under management (FUM).
11 May 2015
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Wealth Management
Wealth manager Towry has completed the buyout of rival firm Ashcourt Rowan.
08 May 2015
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Economics
Charles Stanley is in exclusive talks to sell its securities business to stockbroker Panmure Gordon, putting an end to rumours US firm Stifel Financial was the likeliest buyer.
06 May 2015
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Advisory
IFA consolidation business AFH has bought Clarendon Financial Solutions for £461,000.
02 April 2015
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Advisory
Tavistock Investments has bought IFA Sutcliffe Solloway Financial Planning and its parent Cornerstone Asset Holdings.
01 April 2015
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Advisory
Restricted network Sesame has said it will no longer offer an appointed representative (AR) option for investment advisers.
31 March 2015
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3 min read
Advisory
Changes to regulatory authorisation procedures is to affect the acquisition-led strategy of wealth firm consolidator AFH Financial, the company has said.
16 March 2015
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1 min read
Advisory
Charles Stanley is to offload its securities business, with the likes of Cantor Fitzgerald and Panmure Gordon set to be beaten to the deal by US firm Stifel Financial.
10 March 2015
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Advisory
The term ‘robo-advisor' has been around in the US for the past six or seven years. It usually refers to online investment management sites that run portfolios through unique algorithms or, to put it another way, take the human element out of investing....
09 March 2015
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