United Kingdom
Best Practice | 9 Feb 22
Fintech savings provider buys financial education specialist
Acquired business will continue to operate as a separate brand after the deal is complete
SJP partner firm joins forces with accountancy business
To offer financial advice services to its clients
Best Practice | 9 Feb 22
How advisers can be proactive with clients
It might be the right time of year for investors to look ‘towards achieving their financial goals’
Best Practice | 9 Feb 22
Quilter expands ESG training for advisers
As it prepares to bolster MPS range with responsible and sustainable portfolios
Royal London and LV= merger talks collapse
Differing ‘mutual models’ forced the two companies to halt discussions