Wealth Club teams up with Seccl to launch investment range
Portfolio will soon be available via the investment service’s Sipp
Author: Robbie Lawther
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ICapital rolls out alternative investments platform
It is a ‘new era’ of access for advisers and wealth managers
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UK-based digital wealth platform sold to global fintech firm
Acquirer sees a growing demand from companies to ‘modernise their legacy point solutions’
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Quilter Cheviot to offer greenwashing training for advisers
It will be the first in a series of sessions from the firm’s responsible investment team
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Directors charged with fraud over Costa Rica plantation investment scheme
‘Abrupt collapse’ of company saw around 3,500 UK investors lose £70m
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21% of clients think advisers don’t understand their behavioural biases
But they should be taken into account as part of the much-anticipated Consumer Duty rules
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IA launches Best Practice Adviser Awards 2023
Firms will have until 15 September to enter submissions
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Two IFAs jailed for £2m investment fraud
They were also co-directors of an offshore fund based in the British Virgin Islands
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Ex-CFO of SJP partner firm buys UK wealth manager
Founder will retire from the business following the deal
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11% rise in discretionary MPS assets
Consumer Duty has sparked ‘confusion about who is a co-manufacturer of the investment proposition’
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UK set for mass exodus of HNWIs in 2023
Australia, UAE and Singapore are the main hubs attracting high net wealth individuals
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Abrdn to revamp financial planning operation
Regional advice and financial consultant business models will be the focus of the arm