IFA acquirer buys UK financial planning company
Deal adds £40m in client funds
Industry
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Why I became a financial adviser…
James Milligan was previously a concierge before joining SJP
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BNY Mellon unveils multi-asset moderate fund
It will be run by Newton IM’s Paul Flood
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IBOSS cuts charges across 32 MPS portfolios
Negotiations with fund houses have resulted in reduced pricing
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PEOPLE MOVES: Eastspring Investments, RBC WM, Redington
Asset manager names CEO, as wealth firm hires interim head of its Asia operation
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59% of Hongkongers and Singaporeans believe their financial needs are ‘complex’
‘Cultivating a financial mindset at an early age is a powerful investment in the future’
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Two foundations join forces to help women into financial services
Programme will have an initial cohort of 10 women
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Quilter Cheviot launches tax-efficient short-term bond strategy
‘Recent developments have provided investors with the potential to secure a good return for relatively low risk’
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Pension transfer activity falls to lowest level in five years
As FCA updates guidance on how to support vulnerable clients when providing pension transfer advice
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Aussie tech firm launches paraplanning software for advisers
To facilitate ‘seamless delivery of external paraplanning and administrative services’
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IA interview – James Pearcy-Caldwell and Robert Hardy
International Adviser speaks with chief executive of OpesFidelio and LGT head of strategic partnerships for UK and Int’l
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Three key M&A trends in the UK advice industry
‘Selling a business can be a challenging and stressful proposition’