Brooks Macdonald’s Walker: How to navigate 2024’s economic crossroads
The head of the firm’s investment specialist team discusses AI, the rise in bond yields and a mixed picture for economic growth
Author: PA Adviser
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Middle East wealth managers’ focus turns to next generation
Interest grows in ESG, digital access and domestic structuring
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The Strength to Deliver
Utmost Wealth Solutions is a leading global provider of life assurance-based wealth solutions.
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IFA consolidator boosts firepower with private equity link-up
MWA Financial leadership team looks to ‘accelerate growth’
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Latest deal takes MKC Wealth up to £1.5bn AUA
Wealth manager’s seventh acquisition of 2023
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Tough economic conditions taking toll on advice profession – NextWealth
Report also highlights ‘clear distinction’ between ‘planners’ and ‘advisers’
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How do platforms need to communicate with advisers?
‘Good things happen when you bring your customers closer to your product, development and design specialists’
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What advisers need to know about the statutory residence test
A recent HMRC case has shown the UK taxman will ‘instigate intensive enquiries where exceptional circumstances are claimed’
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How UK expat clients can tackle rising IHT bills
Fines on families who broke inheritance tax rules jumped by a third to £2.28m last year
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What advisers need to know about being acquired by a PE-backed firm
It is ‘critical to find a synergy’ between both companies
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How digital transformation is impacting Japan’s wealth industry
Companies are being ‘forced’ to be ‘attentive’ with their tech plans
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What advisers can learn from clients in 2023
It has been an ‘eventful year’ so far for the financial planning market