UK-based IFA firm enters compulsory liquidation
Lifeboat scheme said it is is open to customer claims against the company
United Kingdom
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What advisers can learn from clients in 2023
It has been an ‘eventful year’ so far for the financial planning market
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Wealth manager opens office in Cheltenham
Operation will be shared between senior investment directors and support staff
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One-in-10 Brits have given no thought to planning for retirement
But more than a third of retirees wish they had planned for their later life more thoroughly
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PEOPLE MOVES: HSBC, Ocorian, Sesame Bankhall Group
Bank names CEO of its Singapore life arm, as financial services provider makes c-suite change
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Professional body warns industry about ‘cowboy’ Will writers
54% of members have come across firms making false claims to clients
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IFA consolidator makes double swoop
Deals take the company’s assets under advice to £450m
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Huge decline in number of new managed portfolio launches
Just five launches have been reported to Morningstar this year
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UK wealth manager buys London-based IFA firm
Acquired business offers advice predominantly to female high net worth clients
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Wealth manager buys UK financial planning firm
As it bids to reach £1bn AuM over the next few years
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FCA to review treatment of politically exposed persons
Regulator will ‘take prompt action if any significant deficiencies are identified in the arrangements of any firm assessed’
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Standard Life rolls out annuity
It will target customers focusing on ‘certainty and security’