Progeny
UK advice firm acquires Scottish financial planning business
It does not want to do deals which see clients as a ‘secondary concern’
What do financial advisers want to see in 2021?
2020 was a learning curve for the sector, but this year is about ‘building the future of advice’
Best Practice | 26 Aug 20
Advice academy to roll out tax and law courses
Comprehensive training will ‘foster a new generation of advisers’
PEOPLE MOVES: Close Brothers, Deutsche Bank WM, Phoenix Group
Asset manager names CEO, while wealth firm hires south east Asia head
PEOPLE MOVES: FCA, Willis Towers Watson, ATC Tax
UK regulator looks to Hong Kong for CEO, as advice firm names head of investments