Raymond James unveils LGBT+ adviser network
The firm has also allocated resources to increase awareness and raise visibility of LGBT+ communities
Regions
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HMRC refuses to share information on overseas pension list
Taxman ‘not making any effort to help the industry understand how they manage it’
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Nucleus account director dies
He was the company’s first regional business development director
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Aussie wealth firm buys financial advice group
Deal will give advisers ‘stability, efficiency gains and growth opportunities’
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Schroders firm acquires majority stake in UK financial planner
Deal will expand the subsidiary’s footprint in the south of England
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FCA survey on advice firm financial resilience welcomed
As the UK watchdog looks to assess the impact of covid-19
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Big time advice market consolidation in the offing
Covid-induced slowdown, regulations and disruptive technology sound death-knell for small players
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Ex-Sesame Bankhall MD named CEO of Quilter Financial Planning
Andy Thompson is to leave the business at the end of June
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What are CGT implications for returning UK expats?
Bill can be ‘hefty’ so advisers need to make sure clients ‘don’t pay more than they need’
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Investigation delayed into FCA handling of mini-bond scandal
Campaign group accuses watchdog of using ‘dirty tricks’
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Sipp complaints drop 32%
But there was a 93% jump in film partnership cases opened by the financial ombudsman
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Call to boycott Australian financial adviser exam
Calls for ‘practical alternative that is both honest, transparent and filled with integrity’