United Kingdom
IFA company boosts Lancashire arm with acquisition
Deal adds around £260m assets under management
Moneyfarm rolls out digital wealth service for UK advisers
‘Firms like Wealthify offer B2B and make the point that small pots are viable’
Best Practice | 24 Nov 21
Stressed clients benefit from ‘therapeutic’ financial advice
HSBC Life discovers an ‘intrinsic link’ between financial planning and improved mental and physical health
Who’s next to step up after multi-asset changing of the guard?
Meet the rising stars and peer group ready to fill the gap left by two industry veterans
Brewin Dolphin assets leap 20% off performance surge
Wealth manager reports record gross flows of £4bn