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Fortnum Private Wealth CEO, Neil Younger, says scale is becoming a necessity rather than a benefit for financial advice licensees as it focuses on organic growth via licensee switching.
With the first quarter of 2024 behind us, Money Management takes a look back at the biggest M&A deals in financial advice over the period.
Wealth Data’s Colin Williams expects financial advice licensees recommencing to be a common trend throughout this year, as nine licensees have restarted over the past four weeks.
Wealth management firms appear to be increasing their focus on certain demographics to separate themselves from the pack.
The former deputy chief medical officer makes light of speculation linking him with a political career.