IFA group acquires UK financial advice company
It is the firm’s third deal and has two more in the pipeline
Industry
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Brooks Macdonald promotes Matthew Wintour to head of int’l distribution
This is a newly created role at the wealth manager
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DWP unveils digital midlife MOT for older Brits
Website will include a financial tool to help people understand what to prioritise before retirement
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ADGM rolls out sustainable finance regulatory framework
It encompasses rules on investment funds, managed portfolios and bonds as well as requirements for ESG disclosures
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HSBC launches private banking operation in India
It is aimed at clients with investable assets of more than $2m
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UK financial advice firms merge
Deal is a ‘true meeting of minds’
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PEOPLE MOVES: One Four Nine Group, Morningstar, Newton
Advice group names CEO, as financial services giant makes c-suite change
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IFA banned over ‘unsuitable’ DB pension transfer advice
He has been told to pay £850,000 to the FSCS to compensate customers
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AllianceBernstein receives approval to open Dubai office
Middle East has been an ‘important region’ for the investment firm for a number of years
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Financial planning group snaps up London-based advice firm
Acquirer now has over £2bn in AuM/A
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M&G names ex-Brooks Macdonald chief executive as wealth CEO
She was also previously chief executive of Abrdn Personal Wealth
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Australia sets up task force to disrupt investment scams
It is an ‘important step towards protecting’ investors in the country