UK investment advice firm fails
Lifeboat scheme has received 23 claims against the company – mainly related to Sipps
Author: Robbie Lawther
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Founder of Glasgow-headquartered Sipp provider dies
He also founded an IFA business which is now part of True Potential
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US in the news: Zedra opens private wealth office in South Dakota
A round-up of people moves and M&A deals across North America
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Another financial advice firm becomes employee-owned
Founder says it was the ‘most logical next step for the company’s future’
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PEOPLE MOVES: Abrdn, Stonehage Fleming, Canada Life
CFO to leave asset manager, as family office bolsters Jersey operation
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Indian wealth firm creates platform for women
There is a need ‘to evolve and cater to this growing demographic uniquely’
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Former PFS CEO sets up financial services professional body
Keith Richards has joined forces with a number of industry veterans to help advice firms implement the Consumer Duty
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‘Global economic headwinds’ to impact IFA sales, Hansard says
As the product provider looks to expand its offering in Middle East and Japan
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Int’l retirement solution provider unveils ‘low cost’ product
Following demand from clients looking for help in protecting and consolidating their assets
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Expats in Singapore to have provident fund accounts closed
Compulsory savings and pension plan will be for working Singaporeans and permanent residents
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Ascot Lloyd sets up adviser platform
As part of the IFA firm’s digitisation strategy to make financial planning more accessible
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No ‘viable offers’ for Hartley Pensions Sipp book
Joint administrators of the business say they have begun an ‘orderly wind down’ of the operation