How to serve US clients abroad
Some firms find them ‘too costly and complex’ to have as customers
United Kingdom
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Advice firm with links to Portugal fails
UK lifeboat scheme has received 25 claims against the company
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Guy Opperman resigns as pensions minister
He has been the longest serving MP in the role since it was created
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PEOPLE MOVES: Objectway, Cardea Group, Sienna IM
Global tech firm hires MD for the UK, while asset manager names CEO
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IFA firm partners with English football club
To offer financial workshops for first team and academy players
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Brooks Macdonald reports ‘strong year’ despite 5% fall in FuM
Wealth manager is keen on more M&A deals but it does not want to become a consolidator
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Rivals ‘will almost buy anything’ says IFA acquirer
IA speaks with media-shy Loyal North about why it has been ‘deliberately under the radar’
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‘Slower than anticipated’ business sees revenue dip at STM Group
As firm eyes strategic partnerships in the UK
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Financial advice firm set for triple M&A swoop
It wants to reach £3bn in assets under management within five years
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GBST unveils wealth tools to UK market
Following the launch of the solutions in Canada and the US in 2021
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Succession sets aside £10.4m for potential legacy DB liabilities
It is working closely with the FCA about pension transfer advice given by an acquired business
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PEOPLE MOVES: Phoenix Group, Eastspring, BNP Paribas AM
Savings and retirement business makes c-suite changes, as investment firm names CIO