Progeny snaps up UK financial planning firm
Deal takes assets under management to nearly £7bn
Author: Robbie Lawther
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M&G unveils portfolio bond in Channel Islands and IoM
Product will give advisers in the jurisdictions access to PruFund range
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HMRC to rake in £1.7bn from Autumn Statement tax avoidance crackdown
Investigations are an ‘open door’ the Treasury can continue to push
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Global trust company unveils DIFC office
It is the firm’s ninth operation around the world
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Novia Financial to cut platform charges
For the first time since its launch in 2008
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US in the news: Ritholtz WM names president
A round-up of people moves and M&A deals across North America
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EU regulator eyes shake up of passporting rules
Following an increase in firms offering cross-border services to retail clients across the bloc
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Why I became a financial adviser – Gareth Blease of Holborn Financial
Gareth Blease was a professional golfer before joining Holborn Financial
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UBS unveils tool for UHNW clients in US
To provide a complete picture of customers’ portfolio including alternative investments and art collections
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Most advisers rely on portfolio performance to evidence value
This fails to measure the planning and emotional support that clients get from IFAs
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UK government commits to ‘unsustainable’ pension triple lock
Calls for system to be assessed to find a ‘fairer way’ to raise the state pension
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GBST rolls out wealth management platform in the UAE
Middle East expansion was a ‘logical step in the company’s next phase of growth’