Ex-Abrdn Financial Planning head sets up advice company
Firm eyes 16 more advisers to join the business
Industry
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Increase in UK state pension age set to be scrapped
Decision is ‘kicking an inevitability down the road’
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DB pension transfers excluded from advice-guidance review
But FCA says that accumulation and decumulation products will be part of the analysis
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High earning Brits seek advisers’ help with rising tax bills
As a third are unaware of their current tax bracket
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Wealthtech firm creates alternatives offering
Following demand for better access to private markets
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DB pension transfer values suffer 4% drop
While 92% of cases raised at least one scam warning flag in February
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Advice clients raiding pensions to help family with living costs
Brits warned they are risking their retirement
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Has the UK advice M&A market reached its peak?
‘Number of appropriate new investment targets is very limited’
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Asia and Middle East family office trade bodies join forces
In a bid to develop the industry across both regions
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Alternative asset manager opens office in Frankfurt
Operation will serve as a hub for the company’s private wealth solutions business
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Isle of Man-headquartered firm buys trust company
It is the group’s second acquisition since it completed an MBO in 2019
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CFA Institute revamps global programme
Changes represent ‘an important milestone’ for the investment industry