NRI Adviser
II Lat Am Forum 2024 takes place one week today – agenda updated
II Lat Am Forum 2024 enhanced agenda is revealed
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
Wealth manager City & Merchant enters liquidation
Dermot Coakley and Shaun Walker of WSM Marks Bloom LLP are appointed as joint liquidators