BRI Wealth Management grows Midlands presence
BRI Wealth has acquired Singular Financial Planning, a Worcestershire based independent financial advice firm.
Source: moneymarketing.co.uk
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BRI acquires Singular Financial Planning adding £30m AUM
BRI Wealth Management (BRI) has acquired Worcestershire-based Singular Financial Planning (Singular), adding £30m in assets under management (AUM).
Source: professionaladviser.com
"Ambiguity and individualism" - advisers on rising investor demand for ESG
With increased media and political attention on climate and other environmental and social issues, advisers can expect more questions from clients on these topics in 2022, according to recent research from Schroders.
Source: professionaladviser.com
FA2B: Passing your first performance review
The first year or so of an adviser's career can be exhausting, but the inaugural performance review needn't be an experience to fear
Source: moneymarketing.co.uk
FA2B: A beginner's guide to adviser technology
Advisers are spoilt for choice when it comes to the adviser technology available to them, but where can they start and what programs justify their investment?
Source: moneymarketing.co.uk