UK financial planner inks ninth M&A deal this year
Bringing funds under management to over £1.3bn
Latest news
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Wealth data firm buys rival
Clients will not face any disruption or changes to their accounts
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Canada to tax foreign non-resident property owners
As a way to clamp down on individuals using the country as a ‘place to passively store their wealth’
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PEOPLE MOVES: Aviva, BNP Paribas AM, Holborn Assets
Insurer hires CEO for international business, while asset manager names global head of client services
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Switzerland orders 12 banks to comply with Fatca
They will have 20 days to share their client data with the US taxman
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Duo banned after 260 investors duped out of £3.5m
Victims were sold shares of an online marketing company
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Insurers fail to pay mini-bond victims
As bondholders face losing any redress on £46m investment
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IoM watchdog reviews UAE conduct of business code carve out
Firms based in free zones will no longer be exempt from providing key information documents
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CGT surge for Brits selling French property post-Brexit
As they will no longer benefit from EU exemption on social tax
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Just 8% of Brits received financial advice
But number of advisers slowly increasing
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Training at SimplyBiz adviser academy found wanting
Ofsted inspection says ‘insufficient progress’ on meeting apprenticeship requirements
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UK adviser dies after becoming ‘hidden victim’ of covid
He was getting ready to sell his business after 30 years in the industry