Most advice firms ‘don’t want to be a platform’
Morningstar Wealth’s Mark Sanderson says it is hard enough just being an adviser
Industry
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Global financial services consultancy firm sets up M&A operation
Companies need to ‘rely on a partner who can navigate’ the mergers and acquisitions world ‘sensitively’
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Offshore advice market can become ‘leader’ on global stage
Morningstar Wealth’s Mark Sanderson says he is ‘really optimistic’ about the international space
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Rachel Meadows named managing director of IFGL-owned Sipp business
She was previously at Charles Stanley and CS Financial Solutions
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Banking group to launch wealth arm in Thailand
In a bid to expand its footprint across Asia
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Why Gibraltar is an attractive hub for family offices
Managing large sums of wealth effectively is a ‘demanding job’
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PEOPLE MOVES: InvestCloud, Eastspring, Kingswood
CEO leaves global wealthtech firm, as asset manager names interim chief executive
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Advisers set sights on capital accumulation funds
‘Many UK equity managers consider the market to be offering particularly good relative value’
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Will the Consumer Duty spark a rise in outsourcing?
FCA expected to enforce the rules ‘aggressively’
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Liontrust eyes Gam acquisition
Deal would create a business with around £100bn of assets under management
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IFA group sets up adviser academy
Firm wants the profession ‘to appeal to a wide audience’
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62% of Brits worried high inflation will impact ability to pass on wealth
Funds may be used instead to pay for social care costs