United Kingdom
Investment | 9 Apr 25
Most advisers seek to involve clients’ family members in financial plans
The survey was completed by 151 advice professionals
Perspective completes a further nine adviser acquisitions
The transactions add £900m assets under advice
MKC Wealth acquires online platform and investment adviser Yodelar
The firm has grown to £120m of assets under advice with 270 clients
Rob Allen appointed as new CEO at IFGL
He will succeed David Kneeshaw on 1 May 2025
Canaccord Wealth appoints new head of international distribution
He joins as part of Canaccord Wealth’s acquisition of Brooks Macdonald International