Adviser network partners with regtech provider to better assess vulnerable clients
Enabling advisers to successfully identify vulnerable client characteristics
United Kingdom
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FE fundinfo acquires French-based firm
Who will power FE fundinfo’s managed fee and distribution channel management service
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UK wealth manager sells ETF specialist
For an upfront payment of £2.625m
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UK wealth manager acquires Blackpool-based financial planner
For an initial consideration of £0.71m ($0.88m, €0.82m)
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The FCA’s action plan: How could it help cash savers?
After BofE revealed £250bn is sitting in deposits that don’t earn interest
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93% of advisers think property wealth should be part of retirement planning
With 31% not considering home equity at all
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Three UK financial advice firms fail
FSCS has received seven claims so far against the companies
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PEOPLE MOVES: Investec, Irwin Mitchell, LGIM
Bank names CEO of its Channel Islands arm, as law firm appoints group chief executive
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How UK expat clients can tackle rising IHT bills
Fines on families who broke inheritance tax rules jumped by a third to £2.28m last year
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Should investors be moving into the world of passion assets?
As investments in wine, classic cars and luxury handbags continue to increase
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Elston launches money market portfolio MPS service for advisers
Management fee for the portfolios is 0.05%
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PE-backed IFA group buys UK financial planning firm
Deal adds £62m in AuM