Industry
Advice firm makes first acquisition since fundraise
Company hopes to reach £5bn in AuM within five years
£22m pension fraud duo jailed
275 victims lost most or all their retirement savings
Sanlam Wealth rebrands as Atomos following acquisition
It means ‘indivisible’ in ancient Greek
US in the news: Wealth Enhancement Group makes 7th deal of 2022
A round-up of people moves and M&A deals across North America
Best Practice | 15 Jul 22
Wealth firm targets paraplanners with adviser academy
It will help train financial services professionals with no client-facing experience