Succession Wealth recently acquired True Wealth Group, strengthening its financial position by £1.1bn in assets under advice.The acquisition is the fifth for Succession Wealth under the…
Anna Macdonald has been appointed as a non-executive director at Landbay, enhancing their leadership team.With over two decades of experience, Anna brings expertise in institutional and…
Colin Rowe appointed as Quilter Cheviot’s head of advice, pending approval.Rowe to join the executive committee, bringing 20+ years of experience.Quilter Cheviot to streamline financial planning…
Quilter Cheviot, a prominent division within Quilter, welcomes Colin Rowe as its new head of advice, subject to approval.Colin Rowe brings over two decades of leadership…
Mattioli Woods has completed the acquisition of a significant stake in Cheshire-based Cullen Wealth, as suggested by recent Companies House filings. The acquisition grants Mattioli Woods…
The banking industry is navigating complex challenges, including profit pressure and declining customer satisfaction. Forrester’s latest report suggests that strategic investment in AI could be vital…
Morgan Stanley stock has recently hit new highs, garnering significant interest from investors. As it nears its peak, the key question remains: can this growth be…
The financial advice sector is undergoing a transformative phase, driven by technological advances and regulatory scrutiny.According to a Professional Adviser poll, 63% of industry professionals highlight…
Azets is launching a new wealth management service in Yorkshire, targeting private clients and business owners across the county.The initiative will involve the recruitment of experienced…
Unveiling Wells Fargo’s strides in the dynamic cryptocurrency arena is pivotal for comprehending its broader implications in the financial sector. As the bank delves into Bitcoin-related…
