UK advice network revamps partnership development model
Following a review of the current structure
Author: Robbie Lawther
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Irwin Mitchell buys Yorkshire-based wealth manager
Deal sees the firm’s AuM grow to £1.2bn
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Three more financial advice firms fail
26 companies have been declared in default by the UK lifeboat scheme since the start of 2023
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Advice company makes first acquisition of 2023
Firm wants to get to £5bn AuM by 2027
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Ex-Quilter boss joins IFA group as chief executive
As the company bids to become one of the ‘leading wealth management businesses’ in the country
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US in the news: T Rowe Price boosts retirement offering
A round-up of people moves and M&A deals across North America
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UAE regulator unveils consultation on proposed changes to client reporting
It includes firms giving a more detailed breakdown of fees and charges
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Five arrested over £8m property investment scheme
This was part of an UK-wide police investigation to tackle fraud
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PEOPLE MOVES: Tenet, Progeny, Nedgroup Investments
Advice network appoints CEO, as financial planning group names UK managing director
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Deutsche Bank creates wealth operation in South Africa
It will offer a range of services including portfolio management and complex structuring
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UK watchdogs launch Senior Managers and Certification Regime review
As Treasury also unveils a call for evidence on the regulation
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Financial planning company makes seven internal acquisitions
Deals add £800m in assets under advice