Unlocking new frontiers: Adapting IFA business models for British expats and Americans abroad
As 700,000 British-born individuals reside in the US
Industry
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Platform One partners with UK pension provider on white-label platform
Offering the full range of the provider’s pension products
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75% of advisers concerned about inflation when considering retirement income for clients
While 61% highlighted the challenge of changing regulation
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The shoehorning ghost that could haunt consolidators
Rapid growth through acquisition boosts assets and revenues, but it could also heighten the risk that end clients are placed in unsuitable investments.
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Abu Dhabi based wealth manager introduces ‘Funds as a Service’ offering
To meet the needs of the Gulf’s growing community of family offices
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91% of advisers concerned about losing assets in Great Wealth Transfer
With over half saying they would expect to retain services for a minority of clients’ dependents
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Beyond the Data: Real stories of diversity and inclusion
In this debut episode Alina Khan welcomes Marianne Oliver, operations director at InvestEngine
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What might be in store for personal taxation under a Labour government?
As shadow chancellor Rachel Reeves indicated several measures the party will and won’t implement
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MGIM’s Andrew Hardy: Why portfolio diversification is the only free lunch
Risks of recession are becoming ‘elevated’, according to the head of investment management
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Söderberg & Partners launches adviser platform to UK market
Which will be powered by Seccl and additional providers
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UK wealth manager makes fifth acquisition with plans to make more
As it aims to reach £3bn in funds under management by April 2033
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Evelyn Partners boosts professional services arm with latest deal
Acquired firm has expertise in advising private equity executives on tax affairs