Progeny
Wealth manager makes third acquisition in a week
Foster Denovo has also made a move in the UK M&A market with the purchase of a Kent-based firm
Wealth manager makes first foray into Scotland
The firm’s acquisition looks to be the start of spending spree, as it is ‘not pausing in the development’ of the group
IFAs must tackle taboo topics to help clients and themselves
UK advisers need to shake off their discomfort and bring up uncomfortable subjects – like inheritance
Progeny assets hit £1bn following adviser acquisition
Wealth manager and legal adviser Progeny Group has acquired Evolve Financial Planning in a deal that will see its assets under advice grow to more than £1bn (€1.1bn, $1.3bn).
Progeny launches adviser-only ETF solution
A multi-asset ETF product that is only available through financial advisers has been launched by Progeny Asset Management.