51% of advisers want to sell their business in next five years
It is ‘vital’ IFA business owners understand the various exit options
Author: Robbie Lawther
-
-
Sipp operator enters administration
After it sold off trustee arm and self-invested personal pension assets to Platform One
-
St James’s Place partner firm makes second deal of 2023
Acquisition takes its assets under management to more than £650m
-
Financial planning firm completes acquisition of The Fry Group
‘We want to become the global platform for British people’, CEO tells IA exclusively
-
Blackfinch AM rolls out tailored portfolio service
Advisers are ‘seeking a greater level of ownership and control’
-
Tokio Marine reportedly eyes sale of Asia-based life arm
Operation could be on the market for around $1bn
-
PEOPLE MOVES: Weatherbys PB, Julius Baer, Highvern
Private bank hires associate director, as wealth manager bolsters Brazil operation
-
European advice firm creates insurance and property arms
In a bid to bolster its offering for clients
-
Singapore regulator to shake up marketing rules for financial products
To ensure investors ‘receive accurate information’
-
FCA warns investors about mismanagement of trust schemes
UK watchdog says it has seen cases of trustees making ‘unsuitable investments’
-
Banking group unveils wealth offering for UHNWs in UAE
As the region ‘fast emerges as the destination of choice for ultra-wealthy individuals’
-
JP Morgan PB partners with financial education platform
To empower female clients across Asia with their individual wealth management journeys