United Kingdom
IFA consolidator raises funds to finance M&A war chest
It aims to double in size and complete up to four deals within the next 12 months
Dynamic Planner rolls out sustainable investing tool for IFAs
It will provide advice firms with a clear, objective view of a fund’s ESG characteristics, says CEO Goss
Wealth manager buys UK advice firm
Deal expands the company’s existing operations in London and south east
STM Group veteran steps down as CFO
She has been at the business for 17 years and served in the c-suite role for seven
Succession Wealth teams up with tech company
In a bid to tackle ‘one of the biggest challenges for adviser firms’