PAM adds multi-asset allocation to inflation-linked bonds
But remains cautious on economically-sensitive fixed income such as high yield
Industry
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UK advice firm buys Midlands-based company
Acquirer will now have two offices across Britain
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Pimfa calls on FCA to simplify post-Priips disclosure rules
Quantity of mandatory information is a barrier to retail investors, the association has warned
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24% of Brits over 50 have delayed retirement plans
Advisers are adapting processes and propositions to help clients cope with the cost-of-living-crisis
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How can the wealth industry attract more women?
There is ‘heightened pressure’ on the sector to bring in female advisers and paraplanners
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Financial planning group acquires Welsh advice firm
Deal increases its funds under management to over £900m
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Greek advice market set for US expat boom
Following the closure of the Portugal golden visa scheme
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Asia-based financial group sets up wealth management arm
It serves clients with investible assets over $250,000
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Swedish wealth group wants to be ‘major player’ in UK market
Firm believes there is ‘nothing else quite like’ its proposition for advisers
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What do advisers need to know about tax-efficient investments?
Many IFAs underestimate the size of the market
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Scottish IFA firm undergoes management buyout
In a bid to take the business into ‘a new era’
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PEOPLE MOVES: Aiva, Ocorian, Interactive Investor
South American advice group names CEO, as financial services provider hires Apac business development director