Kingswood launches Aim IHT and ISA portfolio service
As RBC Wealth Management finds inheritance tax planning is top concern for HNW Brits
Industry
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Gary Harvey to step down as CEO of St James’s Place Singapore
While the firm appoints its Hong Kong chief executive as Asia partnership director
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IFA and investment management firms enter administration
Sale of the businesses is expected within 14 days
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NatWest buys majority stake in pension tech company
To help customers save for the future and manage their financial wellbeing
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Bill Vasilieff ‘lured’ out of retirement to set up UK advice firm
Swedish-headquartered group will offer IFA and investment management services across Britain
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AllianceBernstein cuts workforce by 4%
To help ‘offset some of the current dynamics’
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Assets in underperforming ‘dog funds’ rocket to £19.1bn
From £10.7bn in August, according to Bestinvest’s Spot the Dog report
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DWP unveils review of The Pensions Regulator
Former FCA director of competition and chief economist will head up the report
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SJP partner firm opens office in Cheltenham
As part of its ‘ambitious growth plans’ for 2023
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IFA group sets up joint venture with law firm
To expand its personal injury and clinical negligence offering
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UK advice firm goes bust
After entering liquidation in the summer of 2022
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IFA firm accused of misappropriating client funds
Around £1.5m was reportedly transferred to the personal accounts of the company’s sole director