Top questions IFAs should ask fund managers about liquidity
First Republic, SVB and Credit Suisse crises are ‘wake-up call’ that liquidity ‘should not be underestimated’
Industry
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42% of Brits want to leave the UK when they retire
But over a third do not know exactly how much money is in their pension
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Value Partners seals strategic investment from Chinese securities firm
Acquirer will hold a 20.2% stake in the Hong Kong-based asset manager
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Ex-TPR director calls for change in DB transfer advice rules
David Fairs wants a ‘much smoother process’
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Three IFA firms forced to withdraw offers to former BSPS members
FCA is ‘seriously concerned’ that they ‘were not calculated’ in line with its guidance
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US in the news: EP Wealth Advisors makes managerial reshuffle
A round-up of people moves and M&A deals across North America
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UK investment manager creates financial planning arm
It has hired former Cazenove Capital wealth planning director to run the operation
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PEOPLE MOVES: Prudential, FIM Capital, Novia Financial
Financial services group makes c-suite change, as Isle of Man firm names CEO
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IA interview – Magnus Wikner – Söderberg & Partners
The head of wealth management UK talks to International Adviser about the firm’s move to Britain
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Aussie regulator extends date for financial adviser registration
To allow Asic to assist industry with requirements
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Parent company of UK advice firm gets PE backing
Deal will help accelerate the group’s growth strategy
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Wealth firms need to overhaul operating models to cut costs
Partnering with third-party businesses may help ‘yield benefits and create competitive advantage’