Investment
Investment | 10 Jul 24
Brooks Macdonald names Andrew Rockey as head of investment solutions
The unit supports 29 partner firms and more than £1.4bn in assets under management
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
Tavistock ends deal with Titan Wealth citing unacceptable performance
Tavistock has a network of more than 400 advisers and other business introducers working with more than 110,000 UK retail clients
Investment | 5 Jul 24
BlackRock to acquire private markets data provider Preqin for £2.55bn
The deal is expected to close before year-end 2024
Tech has been ‘key’ to growth for international IFA firm
Technology key to international growth, says IFA, as 4200 clients download new app in first four months