Seccl unveils Sipp offering
It is currently only available to accumulation clients
Industry
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Why IFA firms are using bank loans to fund acquisition sprees
There will be an ‘acceleration of M&A over the next few years’
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FCA sounds alarm over rising pension scams
A quarter of consumers would withdraw their retirement savings to cope with cost-of-living crisis
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Global wealth firm opens Dubai office
In a bid to serve HNW clients with cross-border financial planning needs
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IFA group makes third acquisition of 2022
Deal adds £250m in AuM and strengthens presence in Warwickshire
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Merrill WM unveils adviser-client matchmaking tool
A third of affluent Americans currently do not have a financial planner
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How will Spain wealth tax impact HNW clients?
It is expected to collect around €1.5bn across 2023 and 2024
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Advice firm eyes UK expansion after FCA extends licence
Company is now looking to get direct authorisation in Malta
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14-year record high for annuity rates
They have increased by 52% in the last nine months alone
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A quarter of baby boomers don’t trust young Brits with inheritance
But just 3% talked to a financial adviser about their succession plans
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Succession Wealth buys Yorkshire-based IFA firm
It is the company’s first acquisition under Aviva ownership
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37% drop in Aussie advisers in three years
It is ‘naïve to expect a recovery’ anytime soon