NRI Adviser
Financial planning | 18 Sep 24
Bristol financial planning firm The Aspire Partnership names two new partners
Naomi Keith and Ken Hall have a combined two decades of experience at The Aspire Partnership
Financial planning | 17 Sep 24
Collidr launches portfolio assistant technology for advisers
Collidr Technologies uses its proprietary AI technology to deliver investment portfolio solutions to the investment community
Financial planning | 17 Sep 24
Brooks Macdonald to acquire Lucas Fettes Financial Planning
Lucas Fettes has c.£890m assets under advice spread across 1,600 personal clients
Wealth manager City & Merchant enters liquidation
Dermot Coakley and Shaun Walker of WSM Marks Bloom LLP are appointed as joint liquidators
Phoenix Group drops planned sale of SunLife protection business
It also reported 19% growth in operating cash generation in the first half results