Companies
Best Practice | 18 Jan 21
UK wealth manager sets up adviser academy
It will be ‘pivotal in organically growing the business over the long-term’
Financial planning firm to end acquisition hiatus
It also expects a ‘strong pipeline of employed advisers’ to join the company in 2021
Tech firm unveils automated abridged advice offering
It will help pension scheme members understand if transferring out is their best option
US in the news: Mercer Advisors completes double acquisition
A round-up of people moves and M&A deals across North America
Best Practice | 15 Jan 21
From pro footballer to financial adviser
Ex-Premier League star sees ‘a lot of similarities’ between his previous career and wealth management