Wealth manager Americana adds accounting firm NRT Consulting
Intense Life Desires Wealth management firm Americana Partners acquired NRT Consulting, a full-service financial consulting and accounting firm,...
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Raymond James loses execs to Osaic, Equity; Wells FinNet adds $700M
Shannon Reid, formerly of Raymond James, who will be president and head of advisor growth...
AJ Bell adds 2 estate planning trusts for advisers
The trusts have been developed in response to growing demand for estate planning solutions AJ...
Quilter Financial Planning adds 5 AR firms
Quilter Financial Planning website Quilter Financial Planning has appointed a further five appointed representative (AR)...
Rosemount adds 16 new advisers in 3 months
Rosemount website Financial Planning network Rosemount Financial Solutions (IFA) says it has added 16 new...
True Potential adds Open Banking to speed money transfer
The proposition will be available to all True Potential clients, with access to participating banks’...
Evelyn adds 2 senior Financial Planners
Evelyn Partners logo Wealth manager and Financial Planner Evelyn Partners has made two senior Financial...
AFH adds £750 AUM with acquisition of Herts Planner
Alan Hudson, AFH Founder and CEO Financial Planner and consolidator AFH Wealth Management has acquired...
AJ Bell adds new adviser tools to Investcentre platform
AJ Bell has made a number of additions to its adviser proposition this year. AJ...
Berkshire Planner adds in-house investment platform
Gary Appleton, group CEO at Flying Colours Berkshire-based Financial Planning firm Flying Colours has launched...