Best Practice | 11 May 23
38% of Brits say lack of trust prevents them from seeking advice
‘Perception gap’ is a ‘big issue’ for the sector
UAE savings platform raises over $1m
Funding will be used to support the firm’s expansion plans
UK advice company rolls out succession solution for advisers
One of the ‘hardest decisions’ for IFAs is ‘knowing when to step back from the business they have built up’
Hurst Point Group acquires London wealth firm
Deal boosts assets under management to around £5bn
IFA firm makes triple M&A swoop
Company will now have a footprint in Northern Ireland