UK pension advice company fails
After the firm entered compulsory liquidation in January 2023
Author: Robbie Lawther
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RL360 teams up with BlackRock for model portfolios
They are aimed at clients with three different levels of risk appetite
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‘Seismic change’ in pension tax landscape as lifetime allowance scrapped
MPAA has been reset to £10,000 and annual allowance will be £60,000
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Media-shy international advice network targets expansion
With plans to grow in the US, Latin America, Europe, the UK and Asia
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Two British Steel advice firms under investigation
Companies are both in liquidation according to the FCA
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PEOPLE MOVES: STM, Endowus, Credit Suisse
Financial services group names head of business development, as digital wealth manager makes c-suite change
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Titan AM sets up international MPS on Novia Global platform
As the DFM looks to partner with IFAs both within the UK and offshore
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Advice company buys UK wealth firm
This is the group’s sixth acquisition in the last 18 months
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Are VCTs a useful tool for advisers?
They have been labelled the ‘next sensible step in tax management’
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Aussie life insurer sells advice business
Acquirer says deal helps it become a ‘major player’ in the wealth market
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Global wealthtech firm gets $43m investment
Company plans to use the funding to accelerate its growth through market expansion
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PE-backed IFA group buys UK financial planning firm
It is the company’s second deal of 2023