£22m pension fraud duo jailed
275 victims lost most or all their retirement savings
United Kingdom
-
-
Sanlam Wealth rebrands as Atomos following acquisition
It means ‘indivisible’ in ancient Greek
-
Wealth firm targets paraplanners with adviser academy
It will help train financial services professionals with no client-facing experience
-
What do interest rate rises mean for wealth management M&A?
Borrowing and debt servicing costs are going up, which will impact how much companies are willing to pay
-
PEOPLE MOVES: UBS, Axa IM, Lombard Odier
Banking giant makes wealth management reshuffle, as investment firm names head of multi-asset
-
‘Extremely ambitious’ pensions dashboard timeline extended
But trustees and providers warned to ‘get data ready’
-
UK Online Safety Bill delay frustrates advice industry
There are also calls for the legislation to be ‘abandoned entirely or stripped back’
-
No new advised clients for investment platform
As it looks to grow D2C offering
-
Dynamic Planner eyes UK and Europe expansion with PE investment
Funding will ‘take the business to the next level’
-
Do advisers need to prepare for influx of ESG-crazed clients?
‘Responsible investing is not a one-size-fits-all’
-
Wealth transfer advice demand to surge in next three years
How to limit IHT liabilities and gift money main areas of focus for clients
-
52% of Brits have used savings to meet rising living costs
As impact of inflation becomes a ‘very real threat’ to pension freedom advantages