Business Advisers Business Company news Titan expands international presence with Jersey-based purchaseBy Lois Vallely Titan Wealth has acquired Jersey-based Advisa Wealth to strengthen its international financial-planning…
Business Advisers Business Roderic Rennison: 10 common mistakes to avoid when selling your firmBy Roderic Rennison When it comes to selling businesses, over 70% of all transactions fail…
Business Advisers Business Perspective ramps up growth as it hits 100 acquisitionsBy Lois Vallely Perspective Financial Group has completed nine further acquisitions in the second half…
5 Regulation Advisers Business Regulation Nic Cicutti: FCA consolidation review is too little too lateBy Nic Cicutti What are we to make of the news the Financial Conduct Authority…
5 Technology Advisers Business Distribution Technology Ian McKenna: Future of advice is restrictedBy Ian McKenna With as many as 50% of advice firm owners looking to sell…
Business Business Company news Titan expands geographical footprint with AHR purchaseBy Lois Vallely Titan Wealth has bought AHR Group, an international financial planning and wealth…
Investments Advisers Investments Annalise Toberman: Wealth management’s disputed territoryBy Annalise Toberman This is no longer a cottage industry of stockbroking firms serving those…
Business Advisers Business Company news Regulation Leader: Not enough cake to go around – will consolidators start feeding off each other?By Dan Cooper The ‘consolidation of the consolidators’ is ‘absolutely, definitely still in the offing’…
1 Advisers Advisers Business Distribution MM Meets… Louise Jeffreys: ‘I love getting under the bonnet of a business’By Dan Cooper Louise Jeffreys set up Gunner & Co with ‘limited knowledge of the…
Advisers Advisers Business Company news National advice firm Milecross completes first deal of 2024By Lois Vallely Milecross Financial has acquired Dundee-based Osprey Financial Services in a deal that…
Business Business Company news Mattioli Woods shareholders give green light to £432m Pollen Street dealBy Lois Vallely Mattioli Woods has received shareholder approval for its acquisition by Pollen Street…
Advisers Advisers Business Company news Söderberg takes stakes in four IFA firmsBy Lois Vallely Swedish wealth manager Söderberg & Partners has made investments in four advice…