Most IFAs feel their business is undervalued by potential acquirers
Retiring advisers ‘must proactively seek opportunities that align with the true worth of their company’
Industry
-
-
CII to offer thousands of children virtual work experience
In a bid to raise awareness of careers in insurance and financial planning professions
-
Financial planning firm snaps up IFA business
Deal ‘marks a significant step’ in the company’s five-year expansion plan
-
UK government launches consultation on banning scam calls
Victims lost £750m in 2022-23 financial year to fraudulent investment schemes
-
Countering client calls for cash comforts
‘There is a cost to not staying invested’
-
FCA wins civil case against care home investment scheme
Victims invested around £57m
-
PEOPLE MOVES: Bravura, Hoxton Capital Management, State Street
Tech firm names group CEO, as advice company hires commercial director
-
‘Home loan’ IHT avoidance scheme escapes double tax charge
But scheme did fail to save any inheritance tax
-
Evelyn Partners adds 10th firm to succession programme
Deal grows the wealth manager’s footprint across the UK
-
How important is the role of a trustee in a family trust?
Wealthy families have relationships often as complex as their financial and business interests
-
Advisers expect a drop in profitability due to Consumer Duty
Outsourcing ‘elements of the value chain can ease the heavy lifting’
-
IFA group sets up 10th joint venture with law firm
To expand its personal injury and clinical negligence offering