Later life adviser platform rolls out annuity referral system
It is ‘vital that advisers have a wide range of solutions for their clients’
Author: Robbie Lawther
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Skybound Wealth Management CEO exits
He spent three and a half years in the role
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Yazmin Boden joins GSB Capital as partner
She was previously a financial planner and senior associate at AES
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UK-based financial advice firm fails
Lifeboat scheme has received five claims related to pension transfers and Sipps
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PEOPLE MOVES: Benchmark, Aviva Investors, Schroders PW
Advice business announces CEO change, as asset manager names head of global wealth for UK
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Credit Agricole subsidiary to buy majority stake in European wealth firm
Acquired business has €71bn in client assets
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IFA market set for mass client switching due to wealth transfer
Just 48% of inheriting Brits have a relationship with an adviser used by family members
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Axa boosts European health operation with €650m acquisition
Insurance giant aims to grow its footprint across the continent
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FCA halts plans for simplified advice following ‘limited’ industry support
As regulator pushes on with review into advice/guidance boundary
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Most IFAs feel their business is undervalued by potential acquirers
Retiring advisers ‘must proactively seek opportunities that align with the true worth of their company’
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CII to offer thousands of children virtual work experience
In a bid to raise awareness of careers in insurance and financial planning professions
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Financial planning firm snaps up IFA business
Deal ‘marks a significant step’ in the company’s five-year expansion plan