UK advice network revamps partnership development model
Following a review of the current structure
Industry
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Irwin Mitchell buys Yorkshire-based wealth manager
Deal sees the firm’s AuM grow to £1.2bn
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Three more financial advice firms fail
26 companies have been declared in default by the UK lifeboat scheme since the start of 2023
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Advice company makes first acquisition of 2023
Firm wants to get to £5bn AuM by 2027
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Ex-Quilter boss joins IFA group as chief executive
As the company bids to become one of the ‘leading wealth management businesses’ in the country
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Portfolio insights: Video interview with Kris Atkinson
Fidelity International portfolio manager on fixed income outlook, positioning and investment opportunities
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US in the news: T Rowe Price boosts retirement offering
A round-up of people moves and M&A deals across North America
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UAE regulator unveils consultation on proposed changes to client reporting
It includes firms giving a more detailed breakdown of fees and charges
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UK advice sector set for a ‘wave of consolidation of acquirers’
NextWealth says it is ‘seeing an almost Pacman-like appetite’ for firms
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Five arrested over £8m property investment scheme
This was part of an UK-wide police investigation to tackle fraud
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PEOPLE MOVES: Tenet, Progeny, Nedgroup Investments
Advice network appoints CEO, as financial planning group names UK managing director
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Lombard International eyes tech improvements
As the company reports its second-best year on record for new business premium inflows