12/23/2021

Upskilling wealth managers and securing digital buy-in

In this second of a three-part blog series on the recent Hubbis Digital Dialogue webinar ‘The Vital Importance of Empowering the Relationship Manager’, we examine the changing skill-sets relationship managers need in a digital-first market

12/20/2021

Succession Wealth buys two south west advice firms

Kit Finney, principal at JCF Financial, said: “As our business grew, we decided to look for a partner with the scale to help service the complex requirements of our expanding client base.

12/15/2021

Robust, repeatable and reliable

For advisers who are seeking to outsource their investment services, they need a partner that has a proven history of delivering exactly what the regulator is looking for – a proven robust, repeatable and reliable solution.