Caledonia to kick-start 7IM sale process – reports
Rumoured to have given prospective buyers until the end of July to table offers
Regions
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FCA writes to platforms over interest on cash balances paid to clients
UK watchdog wants to understand how firms have considered their approach to this in line with the Consumer Duty
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26% of investment scam victims are under 30
More than three quarters of the scams take place on social media
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IFA group opens office in Lincolnshire
As the company looks to expand its footprint across the UK
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Value could be one to watch in 2023
As the stock market re-kindles its love of growth
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Just under half of HNW Brits not taken advice on IHT planning
As majority of UK adults planning to pass on wealth in their lifetime have not considered how and when to do this
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Close Brothers reportedly eyes sale of wealth management arm
Firm refused to comment
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16% surge in UK financial services M&A deals
160 were made in the first half of 2023
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Moneyhub teams up with wealth management solutions provider
To improve advisers’ ability to help their clients identify and monitor progress against their goals
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Two UK financial advice firms fail
After both companies were investigated by the FSCS earlier this year
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Defaqto to roll out Consumer Duty profiles
They will help advisers carry out due diligence, target market and value assessments
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Financial planning firm snaps up UK advice company
Acquisition adds £1.5bn in assets under management