Europe-based advisers expect 10% annual growth over next 3 years
Most believe success will depend on their ability to build relationships with next generation
United Kingdom
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PEOPLE MOVES: Jupiter, Sun Life, HSBC
Fund manager CEO retires, while insurer names Hong Kong general manager for life and health
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FCA fees increase by £17.2m
As regulator looks to reduce sums paid by smaller firms and appointed representatives
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Ombudsman records drop in pensions and investments complaints
But it warns about the rise in social media scams
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Advice consolidator receives £5.3m loan for IFA acquisition spree
Funds give the company the ‘financial firepower to accelerate’ its plans
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Global wealth firm unveils adviser buy out programme
It targets those with mid-to-large size client books
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UK financial planning firm buys The Fry Group
Deal increases its assets under management to more than £5.5bn
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What is the future of the UK non-dom status?
Labour Party is likely to change the rules if it wins the next general election
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Tavistock hails ‘most successful trading year’ in its history
A year after rebuffing an unsolicited £15.2m takeover bid
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Give more money to fraud victims, says UK prosecution service
Current legislation limits how much compensation can be paid out
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UK regulator places restrictions on IFA firm
Watchdog says the company had taken unauthorised fees from some of its clients
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Advice firm under investigation over pension transfers
It failed to pay compensation as ordered by the Financial Ombudsman Service