What advisers need to know about M&A deals in wealth management
Many buyers have ‘healthy cash reserves’
Industry
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UK interest in ESG investment falls
Maximising returns now prioritised over choosing sustainable funds
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Tech-embracing advice firms generate 54% more revenue
Technology is the ‘make-or-break’ factor for companies in the industry
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Bribery claims against former managers of £21m Cayman fund upheld
Liquidator of the pension fund plans to continue efforts to ‘maximise recovery’
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FSCS investigating Portuguese advice firm with links to Sipp providers
Lifeboat scheme also announced two companies have failed
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£4m investment fraudster jailed for seven years
Victims were promised returns in regions of 9-12%
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How attractive is the Spanish digital nomad visa to clients?
It might act as an ‘interesting stopgap’ for expats before they can retire abroad
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Young Brits think more long-term about dating than investing
FCA wants investors to ‘re-think their approach’ to the financial markets
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Octopus Group launches financial coaching and advice operation
It will invest £50m to grow the newly-created business
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Advised platform net sales down 49% year-on-year
‘All the same headwinds that faced investors last year remain’
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FWD signs bancassurance partnership deal in Macao
To help bolster bank’s wealth management offering
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Two brothers convicted for taking £750,000 out of failed investment firm
They ‘masqueraded’ as an authorised company to ‘defraud consumers’