Financial planning
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
Advice firms only as strong as their back-office, says Continuum
Even the best team of advisers can only achieve so much
Leo Wealth hires Andrew Talbot as senior managing director in Singapore
Talbot has spent more than 20 years as a global citizen himself