IFA consolidator makes double swoop
Deals take the company’s assets under advice to £450m
Industry
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European WMs stumped by Mifid directives in sustainability assessments
It is ‘concerning just how many wealth managers still aren’t up to speed’
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Society of Later Life Advisers partners with CGWM
In a bid to raise standards in the later life investment sector
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LGIM opens Singapore office
Operation will be led by Natasha Mora
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‘Wobbly bits’ title a disservice to important diversity progress
Syntax is vital for creating an inclusive industry
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Huge decline in number of new managed portfolio launches
Just five launches have been reported to Morningstar this year
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UK wealth manager buys London-based IFA firm
Acquired business offers advice predominantly to female high net worth clients
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STM Group agrees revised offer to sell business
Potential acquirer has until 8 September to place a firm bid
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Singapore police force investigates 329 scammers
Victims have lost around £5.5m
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Wealth manager buys UK financial planning firm
As it bids to reach £1bn AuM over the next few years
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UK tax tribunal delivers outcome on domicile case
Appeal results in reduction in taxes of around £100,000
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Paraplanners call for better tech to help deliver value for clients
But 54% see AI as both an opportunity and a threat