Fast-growing wealth manager and Financial Planner Kingswood has completed the acquisition of asset manager and IFA the IBOSS Group less than two months after announcing the deal. Kingswood has hailed the deal as a “milestone” acquisition for the firm. It completed the acquisition of Metnor Holdings, the holding company for IBOSS Asset Management (IBOSS) and […]
Archives for 2022
The Latest In Financial #AdvisorTech (January 2022)
Welcome to the January 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! In this month’s edition, we look back at the four major trends underway in the financial […]
The Latest In Financial #AdvisorTech (January 2022)
Welcome to the January 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! In this month’s edition, we look back at the four major trends underway in the financial […]