European wealth manager invests in three UK advice firms
Company says it is ‘not in the business of buying and consolidating’
Regions
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UK regulator bans duo for British Steel Pension Scheme advice failings
Advisers will pay £155,000 in compensation
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Schroders subsidiary appoints Gillian Hepburn as commercial director
As it announces over 200 advisers are in the pipeline to join the business
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European advice firm given Swiss licence
Company says it is ‘actively looking at two further markets with huge growth potential’
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Aviva to sell stake in Singlife joint venture
Acquirer sees Singapore as a ‘key market’
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Ex-Prudential boss named SJP chief executive
He will replace Andrew Croft
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OpesFidelio unveils new membership packages
Aimed at ‘both seasoned and newcomer advisers’
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How digital transformation is impacting Japan’s wealth industry
Companies are being ‘forced’ to be ‘attentive’ with their tech plans
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PE-backed advice firm makes double acquisition
Both businesses will remain at their current offices
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J Safra Sarasin Group opens a branch in Paris
It will offer an ‘attractive alternative’ for French high net worth individuals and families
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FCA to introduce screening checks for financial adverts
Rules come into force in February 2024
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Saltus launches partnership programme for financial planning firms
It is aimed at advisers that ‘want to maximise value and maintain control of their own destiny’