Financial planning
Financial planning | 8 May 24
Alexander Beard Group joins US employee benefits brokerage Assurex Global
The partnership currently includes Griffiths & Armour in Liverpool, and Broadstone Financial Solutions in London.
Financial planning | 8 May 24
Advanta Solutions acquires City of London advice firm
It marks Advanta’s first acquisition in 2024 and the eighth in total
MWA Financial grows AUM by £100m with acquisition of UK financial adviser
All three advisers and their support staff will all remain with the business
Financial planning | 3 May 24
Janus Henderson strikes strategic partnership with wealth arm of National Bank of Kuwait
Janus Henderson plans to launch a number of emerging markets focused alternatives strategies in second half of 2024
Financial planning | 2 May 24
HSBC Life UK launches inheritance tax calculator for advisers
Advisers can select a range of options including current IHT liabilities for clients and future liabilities based on increased asset values




