Happy holidays from UK/International Adviser
See you in 2024!
Author: Alina Khan
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60% of advisers concerned about losing capital Schroders survey reveals
As well as 69% of advisers anticipating that the Consumer Duty’s ‘fair value’ outcome will exert pressure on ongoing charging models
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Defaqto launches Consumer Duty profiles for 20 MPS portfolios
Now available in Defaqto Engage and Centra software
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FSCS declares Birmingham-based firm in default over pension advice
The firm is in liquidation
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Secretary general of FECIF steps down
After nearly ten years in the role
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TEAM creates new division with latest acquisition
Comprising of all operations of the Globaleye Group
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Schroders Group financial planner buys IFA firm
The firm will fully align with Benchmark over the next twelve months
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Söderberg & Partners makes fourth IFA purchase
As it becomes a minority shareholder in the firm
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UK wealth manager makes two acquisitions
Including the client base of retired IFA
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Advisers more optimistic than non-advised investors about rise of stock market
Highlighting a confidence gap
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People Moves: GSB, Evelyn Partners, CISI
Wealth manager hires managing partner as professional services firm appoints chief risk officer
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Advice proposals are ‘progressive change’ – Industry reacts to FCA announcement
Which seeks to help more people make informed investment and pension decisions