IFA consolidator sets up investment management arm
It will be ‘radically different from traditional DFMs’
Author: Robbie Lawther
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Tavistock boosts funds for acquisition warchest
Firm admits it is currently engaged in discussions with several M&A targets
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Phoenix Group makes £15m investment in fintech firm
Following £35m funding from Legal & General and Lloyds Banking Group
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Husband and wife duo found guilty of £2.7m investment scam
‘Callous and cruel’ fraud involved cold-calling elderly and inexperienced investors
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US in the news: Wealth Enhancement Group buys New Jersey firm
A round-up of people moves and M&A deals across North America
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PEOPLE MOVES: RBC, SFC, Indosuez WM
Bank names chief executive of wealth management international, as Hong Kong regulator replaces outgoing CEO Ashley Alder
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Why I became a financial adviser…
Mark Firkin was a general manager in the leisure sector before joining Future Perfect Financial Solutions
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AILO bids to attract next gen to life sector
As it unveils initiative to sponsor students with an ‘enthusiasm for the insurance industry’
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Hybrid advice revolution shows no sign of stopping
Just 23% of firms have returned to a majority face-to-face model
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European wealth managers predict tougher suitability regulations
Most feel they will be pressured to pay compensation for failing to understand clients’ risk profiles
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PE-backed wealth manager makes double acquisition
Deals increase assets under advice to over £1.8bn
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FCA to review compensation limits for pension claims
As the regulator continues to move towards a ‘polluter pays’ FSCS model