IFA group makes second acquisition in a month
Having completed a PE-backed management buyout a year ago
United Kingdom
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Watchdogs wade into pension transfer delay dispute
PensionBee accused some providers of using loopholes to delay or stop consumers moving their retirement pots
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Wealth firm expands Yorkshire footprint with acquisition
Deal adds £40m in funds under management
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Free multi-asset tool on offer for all intermediaries
To help advisers avoid building ‘Frankenstein’s monster portfolios’
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US family office buys UK wealth firm
In a bid to expand its international presence
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FCA urged to compensate British Steel victims using the PPF
Pimfa is calling on the watchdog to step up and use the pension protection fund
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Financial advice firm raises funds for acquisition war chest
It will ‘announce a number of completed’ deals soon
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PensionBee accuses providers of delaying and blocking transfers
‘Regulations are being abused by a handful of rogue actors’
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UAE advice firm obtains FCA licence
To help serve clients looking to repatriate to the UK
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UK advice firm enters liquidation
Two months after receiving asset retention order from the regulator
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Hawksford enters Ireland and Mauritius with double deal
Firm is planning a series of acquisitions following private equity backing
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When should families start succession planning?
Younger generations are ‘more demanding’ and want to be involved