Thorntons Investments acquires two Scottish IFA firms
Dundee-headquartered Thorntons Investments has acquired Matheson Financial Consulting and Sonas Wealth Management for an undisclosed sum.
Source: professionaladviser.com
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Perspective Financial Group makes 39th acquisition
Financial planning and wealth management group Perspective Financial Group has acquired Darlington-based Atkinson White Partnership for an undisclosed fee.
Source: professionaladviser.com
Three things your clients may call you about this week ...
Advice sector is changing, £3bn in lost shares and dividends and mortgage prisoners - here's your weekly heads-up on the financial stories that may have caught your clients' attention over the weekend …
Source: professionaladviser.com
Fidelity joins the party: How vertically integrated firms are shaping up in 2021
After the recent launch of Fidelity Wealth Management, Jon Yarker takes a look at how the vertically integrated financial advice market is shaping up and the challenges those firms face in 2021...
Source: professionaladviser.com
PFS encourages advisers to sign up to new financial vulnerability charter
The Personal Finance Society has created a new financial vulnerability charter, along with an independent taskforce, which it is encouraging advisers to sign up to.
Source: professionaladviser.com