Latest deal takes MKC Wealth up to £1.5bn AUA
Wealth manager’s seventh acquisition of 2023
Author: PA Adviser
-
-
Tough economic conditions taking toll on advice profession – NextWealth
Report also highlights ‘clear distinction’ between ‘planners’ and ‘advisers’
-
How do platforms need to communicate with advisers?
‘Good things happen when you bring your customers closer to your product, development and design specialists’
-
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’
-
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
-
What advisers need to know about being acquired by a PE-backed firm
It is ‘critical to find a synergy’ between both companies
-
How digital transformation is impacting Japan’s wealth industry
Companies are being ‘forced’ to be ‘attentive’ with their tech plans
-
What advisers can learn from clients in 2023
It has been an ‘eventful year’ so far for the financial planning market
-
Q&A with John Westwood – chairman at Blacktower Financial Management
Past few years have made it ‘incredibly difficult for smaller IFA firms to grow’
-
Is Gold a strategic asset for a diversified portfolio?
It ‘can provide long- and short-term returns where other assets cannot’
-
The seven signs of a ‘progressive platform’
Companies that strive to improve ‘haven’t always been easy to find’
-
IA interview – James Pearcy-Caldwell and Robert Hardy
International Adviser speaks with chief executive of OpesFidelio and LGT head of strategic partnerships for UK and Int’l