Financial planning
Financial planning | 12 Jul 24
FPSB unveils date for this year’s World Financial Planning Day
The day will coincide with the International Organization of Securities Commissions World Investor Week
Swedish wealth manager Söderberg & Partners invests in trio of IFA firms
Most recently, in April, Söderberg & Partners made investments in four IFA firms
Financial planning | 11 Jul 24
Skerritts boosts AUM by £540m with Black Swan Financial Planning acquisition
This brings the number of deals to 10 since private equity firm Sovereign Capital invested £55m in 2021
A quarter of adviser firms miss opportunities by not responding to new enquiries
The methodology involved 170 advice firms across the UK
Financial planning | 10 Jul 24
VIDEO: Highlights of the II Connect 2024 event
Click on this video to view highlights of this year’s sold-out II Connect 2024 event held in Marylebone, London at the end of May