UK investment advice firm fails
Lifeboat scheme has received 23 claims against the company – mainly related to Sipps
Industry
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What should advisers expect to see in the Budget?
Despite little ‘wiggle room’, major announcements are anticipated
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Founder of Glasgow-headquartered Sipp provider dies
He also founded an IFA business which is now part of True Potential
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Saxo teams up with Moneyfarm to launch mutual fund portfolios
M&G Wealth &me customers now have access to actively managed funds from a range of investment managers
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US in the news: Zedra opens private wealth office in South Dakota
A round-up of people moves and M&A deals across North America
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Platforms must adapt to advisers’ needs
They have an important role to play when developing their proposition for advice firms
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Another financial advice firm becomes employee-owned
Founder says it was the ‘most logical next step for the company’s future’
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Indian wealth firm creates platform for women
There is a need ‘to evolve and cater to this growing demographic uniquely’
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Former PFS CEO sets up financial services professional body
Keith Richards has joined forces with a number of industry veterans to help advice firms implement the Consumer Duty
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‘Global economic headwinds’ to impact IFA sales, Hansard says
As the product provider looks to expand its offering in Middle East and Japan
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Int’l retirement solution provider unveils ‘low cost’ product
Following demand from clients looking for help in protecting and consolidating their assets
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Should commodities be a key asset class for investors?
WisdomTree believes that the case for broad exposure is ‘compelling’