UK wealth manager launches franchise-style model
It will complement the existing business
Author: Alina Khan
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Seven firms declared in default in last two months
This means firms have gone out of business and are unable to meet any claim themselves
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Plan First Wealth partners with Optimise to provide cross-border tax service
Allowing clients to access US tax preparation and advice
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Parmenion integrates data tools to improve adviser reporting
Fastrak and FINIO will give advisers access to data about their clients’ investments
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Retail investment advice revenues increase by 3%
As firms pay £166m in professional indemnity premiums
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Evelyn Partners adds 10th firm to succession programme
Deal grows the wealth manager’s footprint across the UK
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Copia Capital Management launches retirement portfolios
They will be available across 17 platforms
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Marlborough buys stake in UK advice firm
The independent status of the IFA company will not be affected by the investment
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PFS publishes Consumer Duty toolkit
In a bid to help firms develop beyond minimum requirements
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DB transfer values fall by 8%
As 95% of cases reviewed in June raised at least one scam warning flag
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PEOPLE MOVES: Coutts, Strabens Hall, Natixis IM
Chief executive steps down from private bank, as advice company names COO
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Dominion Capital Strategies appoints global sales director
He was previously sales and marketing director for Uruguay-based wealth firm Aiva