Rathbones IFA subsidiary to move to restricted advice model
Almost a year after the wealth manager bought the business for £150m
United Kingdom
-
-
Brooks Macdonald acquires IFA firm
Deal adds funds under management of £250m
-
UK advice group buys research provider for £3m
After purchasing a 21% stake in its parent company
-
IFA network unveils succession solution for advisers
It will facilitate the sale and purchase of financial advice firms
-
UK retirement advice firm gets PE boost
Investment will be used to enhance ESG credentials
-
PEOPLE MOVES: FNZ, IWP, Skybound WM
Wealth tech giant names CEO of UK and South Africa, as advice group hires CFO
-
Canadian advice tech firm enters UK market
To help advisers cater to the increasing demands of clients
-
Collapse of boring cryptocurrency makes investors nervous
Those looking to outsmart inflation might want to consider avoiding this ‘portfolio kryptonite’
-
FCA set to yank unused permissions from advice firms
It no longer has to wait 12 months to take action
-
Complaint deadline looms for British Steel victims
Regulator says come forward or miss out on compensation
-
UK advisers worried about Consumer Duty rules and guidance
Industry told to ‘seriously start looking’ at processes and ‘consider’ impact of the incoming regulation
-
Clients want to pay a fixed fee for on-demand advice
And majority prefer to stick with face-to-face meetings