UK wealth firm acquires five financial planning businesses
Deals add 20 employed advisers and around £1.25bn in AUA
Latest news
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Morgan Stanley added nearly 500 advisers in 2020
First time in decades without ‘net attrition’ or a net loss of advisers, CEO says Written by Brucke Kelly
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UK inheritance tax receipts up £100m
Despite taxman facing covid-related payment issues
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Disbelief as UK lifeboat scheme levy forecast to hit £1bn
As regulators also eye increase to FSCS management budget
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Three property investment firms shut down
They misled investors and misappropriated £3m in funds
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£3.4bn in property wealth released in 2020
Money was mostly used to boost financial resilience or make gifts to family
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Royal London to offer immediate life cover
Clients will not need to wait for medical evidence or the underwriting to be completed
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Fidelity not out to eat advisers’ lunch with wealth mgmt push
Roll out of financial advice venture raises questions about the firm’s role in the UK
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Defaqto unveils drawdown tool
It ‘provides a step-change in the right direction for advisers with clients in the decumulation phase’
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The worrying rise of the TikTok influencer-adviser
‘Trading gurus and cryptoasset cult followers are becoming more widespread’
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Banking giant reportedly eyes AXA Singapore life business
Insurer was in talks with a financial adviser about potential sale last summer
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UK passes Pension Schemes Bill
Dashboard caused friction between house of commons and the lords