Acquisition of the firm announced on its website and LinkedIn last week
The editor's Friday Night Takeaway from 14 July
‘Consumer Duty Profiles’ to appear imminently in adviser software
The lifeboat fund confirmed it was investigating the firm in March
A total of 67 acquisitions took place in the first half of this year
'For clients, having their wealth manager acquired can be unnerving'
Survey says ‘robo advice is gaining momentum and doing so at speed’
The editor's Friday Night Takeaway from 7 July
Research findings consider what drives a client to trust their adviser
Acquisition follows a £145m January deal for a City of London adviser