Lonsdale strengthens practice management capabilities
Lonsdale Financial Group has acquired Anzan Professionals, a practice development consulting business specialising in the accountancy sector.
Lonsdale’s core focus is financial planning within accounting practices. The Anzan business complements the existing Lonsdale practice development program, which aims to grow the financial planning and accounting practices within the Lonsdale and DKN Financial Group network.
The acquisition will allow Londsale to offer practice development solutions for wealth management businesses and will assist in aligning the group’s financial planning and accounting clients.
Lonsdale Financial Group is a wholly-owned subsidiary of DKN Financial Group.
Anzan was established in 1998.
Recommended for you
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.
