Brooks Macdonald partners with Family Business United
Wealth manager will provide a range of services to 250 member companies and their employees
Industry
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Tenet Group to close wealth network
Appointed representatives offered chance to join rival company
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Tatton IM rolls out money market portfolios in MPS
Following feedback from financial advisers
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Nearly 50% of Brits haven’t spoken to advisers about inheritance tax
With 60% not knowing how much money they could leave their loved ones before IHT is incurred
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Rishi Sunak commits to retention of state pension triple-lock
As earnings growth exceeded 8% in June
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What is the future of platform tech?
‘International platform space is notably ripe for further disruption’
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How important is anti-money laundering compliance for advisers?
As the UK regulator steps up efforts to crackdown on financial crime
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PEOPLE MOVES: Bravura, Insurance Authority, SJP
Tech firm names CCO, as Hong Kong regulator reappoints chief executive
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Advised platform net sales hit all-time low
As outflows rise to their highest quarterly level
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Quilter rolls out client communications guide for advisers
Consumer Duty is clear about how providers should be supporting customers in their decision-making process
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Wealth manager partners with non-executive director network
To provide education and support on a range of areas including savings, investments and retirement planning
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Staying relevant as cash rates rise
As rapidly increasing inflation makes investments more volatile