UK financial advice firms merge
Deal is a ‘true meeting of minds’
Industry
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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
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Multi-asset income funds increase exposure to higher quality bonds
As Morningstar warns investors on their trade-offs
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UK retirees shun decumulation advice
Number of non-advised sales soar by 24%
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Trade body tells advice firms not to be ‘Consumer Duty Zombies’
As it marks 28 days until the deadline to comply with the regulatory regime
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Global health insurance solutions provider opens London office
Following the firm’s expansion into Germany and Dubai in 2022
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Eden Park IM partners with Hymans Robertson
Investment services provider will sub-manage the Eden Park’s Brunel range