Company News
Fusion Series: Episode 2 – Systematic Strategies
The Fusion Series is a new webinar initiative designed to offer financial advisers a unique, behind-the-scenes look into the evolving world of portfolio management. Episode
The Fusion Series is a new webinar initiative designed to offer financial advisers a unique, behind-the-scenes look into the evolving world of portfolio management. Episode
Loyal North is pleased to announce the acquisition of two respected financial advisory firms: Blue House Financial Services and Lewins Investments, adding £80 million in
The Fusion Series, is a new webinar initiative designed to offer financial advisers a unique, behind-the-scenes look into the evolving world of portfolio management. We’re
In a significant move to advance climate risk management in Africa, RISK INSIGHTS has partnered with FUSION GROUP to enhance ESG (Environmental, Social, and Governance)
Loyal North has bolstered its portfolio by acquiring Surrey-based Whitman Fry Wealth Management, adding £60 million in assets under advice. The acquisition marks Loyal North’s
JustFA, launched 18 months ago, is revolutionizing financial advice for low-asset clients by offering an end-to-end digital platform designed for independent financial advisers (IFAs). By
The IFA market is packed with acquisitions, private equity money and consolidation. But how does the actual sale process break down? Debbie Dry, acquisitions director
Loyal North has appointed Kuan Ang as its new group finance director to support its ambitious growth strategy. With a strong background in finance, including
Loyal North has expanded its Scottish hub, Lowland Financial Planning, by acquiring Sovereign Financial Services. This marks the advice group’s third acquisition this year, adding
Loyal North has raised concerns about the impact of new consumer duty regulations on consolidators imposing arbitrary fee hikes on acquired firms. According to Debbie