United Kingdom
Investment | 2 Apr 24
Andy Nickson joins Brown Advisory from Fidelity as intermediary sales director
He will support the continued growth of Brown Advisory’s international business
Söderberg & Partners names Plannr Technologies as back-office partner
This collaboration marks the latest in a series of tech partnerships
UK’s Wren Sterling adds £265m of client assets with its first adviser acquisition of 2024
Wren Sterling now operates from 13 offices covering 11 locations
What does it mean for a financial services firm to be a B Corp?
Obtaining the certification is not the end of the journey but the beginning
Financial planning | 27 Mar 24
Six UK tax changes arriving on 6 April investors and others need to be aware of
New tax rates and rules will between them affect most earners, savers and investors