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PA360 North: Advice firm decline slow despite consolidation

Despite the rise in consolidation currently in the market, the decline in advice firms is not going as quickly as expected, delegates heard.

The Morning Briefing: Perspective acquisitions and new wealth management firm

Good morning and welcome to your Morning Briefing for Monday 4 September 2023. To get this in your inbox every morning click here. Perspective acquisitions Consolidator Perspective has continued its acquisition spree with a further three acquisitions, bringing its total 2023 count to 15. The three latest acquisitions

Cardiff firm Nugenis agrees £200m advisory mandate with Bordier

Nugenis Financial Planning has awarded a £200m advisory mandate to the British arm of Bordier Group in a bid to boost its operations.

IWP buys Cambridge-based HFL Advisory Services

Independent Wealth Planners (IWP) has acquired Cambridgeshire-based IFA firm Holistic Financial Leadership.  IWP says the founders of Holistic Financial Leadership (HFL) Brenda Santimano and Patricia Hope and their staff will continue to run the firm.

Money Marketing : UK latest financial news

Money Marketing is a monthly magazine for financial intermediaries, delivering breaking news, analysis, opinion, podcasts and video content. Register now for your free financial news updates.

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