United Kingdom
Financial planning | 15 May 24
The Exit Partnership, Change Squared, AspireExec combine as new business lifecycle agency
Melo will help financial planning firm owners build better businesses, at every stage of journey from launch to exit
II Connect 2024 – Meet The Speakers: Canaccord Genuity Wealth Management
There are still a limited number of delegate passes available for II Connect 2024
Evelyn Partners sees 5.9% Q1 rise in gross assets as net inflows stay positive
AUMA was 4.6% higher over the quarter to a record £61.8bn
Investment | 13 May 24
Hargreaves Lansdown unveils four index portfolio funds run exclusively by BlackRock
HL’s fund managers will use their knowledge to choose the right mix of shares and bonds funds
Milecross Financial makes first in string of planned 2024 advice firm acquisitions
The deal adds £30m of assets and around 600 clients to the national advice firm