Uncategorised | 15 Dec 22
Kingswood bags Berkshire firm for £6.2m
Barry Fleming and Partners has more than 400 clients and £140m of AuA
Fairstone adds £200m FuM with latest acquisition
Group funds under management surpasses £13bn
Perspective buys IFA firm and has four more deals in the pipeline
Its 12th acquisition of 2022 adds £115m to AuM
Aussie adviser jailed for superannuation fraud
He dishonestly took money from his clients
Best Practice | 14 Dec 22
Best Practice Adviser Awards… in conversation with Mark Sanderson
Morningstar Wealth’s manager director talks successful firms, diversity and the challenges the sector faces in 2023