AJ Bell: ‘The Mabel Insights platform provides advisers with a wealth of information’
‘We can’t build a platform that is for every single adviser’
‘Acquisitions have emotional toll on everyone involved'
Acquisition supports Verso’s push toward £5bn in assets under management by 2027
The London-based firm adds £300m in AUM as part of its 16th deal since Sovereign investment
Sector shifts towards inclusivity and client experience
Sara Woodroffe stressed the need for swift action amid advice/guidance boundary review
Regulator unsure on consolidation outcome but will continue engagement with firms
Firms called to be ‘more aggressive’ in their innovation
Marking its 29th acquisition in two years