Brits under 50 turn to IFAs to tackle cost-of-living crisis
‘Financial advice should not just be for older, wealthier clients’
Industry
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PEOPLE MOVES: Legal & General, Brooks Macdonald, Julius Baer
Financial services group names CEO, as wealth manager makes c-suite change
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Investment manager rolls out value for money tool for advisers
To provide them with a measure of the cost-effectiveness of their clients’ portfolios
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Financial services recruitment firm launches M&A service for IFA market
Ex-SJP development manager will head up the operation
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What do advisers need to know about convertible bonds?
They tend to be more highly correlated with equities and high yield bonds
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10 firms hit with restrictions as FCA continues AR crackdown
Appointed representatives accounted for more than half of the total value of recent claims to the FSCS
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Wealth Club teams up with Seccl to launch investment range
Portfolio will soon be available via the investment service’s Sipp
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ICapital rolls out alternative investments platform
It is a ‘new era’ of access for advisers and wealth managers
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UK-based digital wealth platform sold to global fintech firm
Acquirer sees a growing demand from companies to ‘modernise their legacy point solutions’
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Quilter Cheviot to offer greenwashing training for advisers
It will be the first in a series of sessions from the firm’s responsible investment team
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Directors charged with fraud over Costa Rica plantation investment scheme
‘Abrupt collapse’ of company saw around 3,500 UK investors lose £70m
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Canaccord Genuity MBO falls through after offer expires
Regulatory snag was not overcome in time