Nigel Green fine and ban overturned
South Africa regulator handed him a ZAR 2.5m penalty and five-year debarment in May 2022
Author: Kirsten Hastings
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Perspective buys IFA firm and has four more deals in the pipeline
Its 12th acquisition of 2022 adds £115m to AuM
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Best Practice Adviser Awards… in conversation with Mark Sanderson
Morningstar Wealth’s manager director talks successful firms, diversity and the challenges the sector faces in 2023
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Revealed: Best Practice Adviser Awards 2022 – UK
Which firms triumphed?
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Revealed: Best Practice Adviser Awards 2022 – Europe
Which firms triumphed?
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Revealed: Best Practice Adviser Awards 2022 – South Africa
Which firms triumphed?
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Revealed: Best Practice Adviser Awards 2022 – Middle East
Which firms triumphed?
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Revealed: Best Practice Adviser Awards 2022 – East Asia
Which firms triumphed?
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Schroders subsidiary buys UK advice business
It has also picked up a 49% stake in a chartered financial planning firm
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St James’s Place assets perk up
But FuM still a long way from the £154bn it had on the books at the start of the year
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One Four Nine Group scoops up sixth advice firm
And secures financing to ‘avail of further acquisition opportunities’
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Brewin Dolphin board exodus as RBC acquisition completes
But Robin Beer remains at the helm of the wealth manager now known as RBC Brewin Dolphin