Multi-adviser firms in high demand as UK consolidation race heats up
M&A consultant says smaller businesses ‘must navigate a more challenging environment amidst fluctuating valuations’
Author: Robbie Lawther
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Commission ban is ‘not the answer’ for Europe advice market
Board member of German trade body said it ‘would lead to a one-sided solution and limit the diversity of advisory models’
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IFA group acquires UK financial advice company
It is the firm’s third deal and has two more in the pipeline
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DWP unveils digital midlife MOT for older Brits
Website will include a financial tool to help people understand what to prioritise before retirement
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ADGM rolls out sustainable finance regulatory framework
It encompasses rules on investment funds, managed portfolios and bonds as well as requirements for ESG disclosures
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HSBC launches private banking operation in India
It is aimed at clients with investable assets of more than $2m
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UK financial advice firms merge
Deal is a ‘true meeting of minds’
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PEOPLE MOVES: One Four Nine Group, Morningstar, Newton
Advice group names CEO, as financial services giant makes c-suite change
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AllianceBernstein receives approval to open Dubai office
Middle East has been an ‘important region’ for the investment firm for a number of years
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M&G names ex-Brooks Macdonald chief executive as wealth CEO
She was also previously chief executive of Abrdn Personal Wealth
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Trade body tells advice firms not to be ‘Consumer Duty Zombies’
As it marks 28 days until the deadline to comply with the regulatory regime
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23% of British expats set to sell UK property
But most are not aware CGT may be due or that a non-resident capital gains tax return must be filed