Succession has acquired Birmingham-based Clay Rogers & Partners in a deal potentially worth over £10m The purchase was made through a mix of cash and shares. Clay Rogers has £450m of funds under management, and has been working with Succession since 2013. Co-founder Mark Rogers says: “We are very excited about our rapid integration as […]
EU member states have backed a 12-month delay to the Priips implementation date as regulatory experts argue the European Commission should not rush in redrafting the rules. Yesterday 23 out of 28 EU members, including the UK and Germany, asked the Commission to delay the implementation of Priips after draft rules were rejected earlier this […]
Those with decent-length memories will recall that in the 2014 Budget statement George Osborne announced the new (and entirely unexpected) pension freedoms. The new rules come fully into force in less than two weeks.
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Latest from Money Marketing
Wingate Financial Planning and Navigator Financial Planning were among the top advice firms to take home prizes at last night’s Money Marketing Awards. Leading lights of the profession gathered in London last night for the glamarous ceremony hosted by comedian Marcus Brigstocke. The Money Marketing Awards recognise those who had reached the top of their […]
The small but mighty investment advisers taking on the big players
How many advisers are there? That shouldn’t be a purely academic question; if we care about access to good financial planning, then it is a key part of how we should judge our success or failure. I’ve heard the same refrain about a “shrinking market” since I started covering the profession. A frequently quoted statistic […]