Knowledge Bank has hired Jonathan White as sales manager to promote new products to lenders and brokers. The criteria search engine launched its lender-focused platform, KB PRO, last month and says one of White’s key roles will be “to communicate the benefits to new customers”. It adds that White comes with “a
Professional Adviser's sister publication COVER canvassed the protection industry to find out what the hopes, predictions and expectations of advisers, networks and providers are for the next 12 months.
The inescapable conclusion is that network membership is only viable for ARs willing to be subject to a degree of oversight, control and cost that defeats the point of running one’s own firm, working like employees but with fewer rights. Networks have had their day.
Succession Wealth has bought Yorkshire-based IFA firm G+E Wealth Management for an undisclosed sum. The deal brings in over £800m clients’ assets to the business and takes Succession Wealth’s total assets under administration to over £10bn.