UK wealth firm creates retirement planning arm
After it found ‘gap in the market for those looking to plan for the future’
Industry
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Australia delays financial adviser register
They will have an additional six months to sign up to the regulator’s portal
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Four charged over roles in $295m global crypto Ponzi scheme
Investors were told they would receive minimum returns of 0.35% daily
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UK financial planning company buys IFA firm
Deal adds £150m in assets under management
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Charles Stanley unveils international trading tool
‘Access to global investment opportunities is an important component of any diversified portfolio’
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Jersey regulator bans ex-Lumiere Wealth financial adviser
After he was given a seven-year prison sentence in 2018
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Europeans better placed for retirement than Brits
With UK women most financially unprepared for later life
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IFA group inks 10th acquisition of 2022
It has its ‘biggest ever’ pipeline of M&A deals coming in the next 18 months
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US in the news: Gallagher buys wealth management group
A round-up of people moves and M&A deals across North America
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Global private markets investment firm creates wealth unit
Operation already has $37bn in assets under management
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PEOPLE MOVES: Openwork, Amundi, IQ-EQ
UK advice network makes c-suite changes, while investment firm hires CEO for Czech Republic
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FCA clamps down on over 4,000 financial promotions in 3 months
Regulator warns unauthorised firms and individuals are looking to take advantage of the rising cost of living