Real estate platform buys European digital wealth manager
Acquisition expands the firm’s product range and services
Industry
-
-
Advice industry needs to promote family wealth discussions
As 19% of Brits over 60 say they have never spoken to their children about their finances
-
43% of Brits over 55 unaware of tax-free pension rules
Retirees need to consider ‘key things’ before they take their lump sum
-
Should class be more prominent in adviser diversity campaigns?
IA speaks with Sesame Bankhall Group interim CEO John Cowan about his path to the industry
-
HMRC orders two firms to stop selling tax avoidance schemes
Companies face £100,000 fine if they fail to comply with the UK taxman
-
Canaccord board recommends rejecting MBO offer
Due to a regulatory snag
-
European advisers are ‘confused’ over Mifid II suitability compliance
Some firms have reportedly been asking clients to sign off their own risk level
-
Financial planning is becoming harder, say advisers
Clients are finding financial decision making more challenging too
-
Inheritance tax is in ‘dire need of reform’
STEP says it wants to see a low flat-rate estate tax regime with few reliefs and exemptions
-
Allfunds and Endowus team up to launch digital fund brokerage platform
Hong Kong investors will have access to over 160 funds, managed by 50 global managers
-
Adviser support group makes two acquisitions via advice arm
Deals add £200m in AuA and 500 wealth clients
-
PEOPLE MOVES: FSCS, Maps, SEI
UK lifeboat scheme and pension service announce CEO exits