IFA business acquires UK advice firm
Finding a suitable buyer proved a challenge
Finding a suitable buyer proved a challenge
Despite a 26% increase in consumer complaints against firms
A ‘simpler process’ for clients to see if it’s right for them
Proposed ban one of the few issues the regulator sought to address following platform market study
As fake introducer business claims to be an appointed representative of the wealth company
Firm’s professional intermediary distribution channel will close in June 2021
Financial services giant bolsters UK platform business, while wealth manager names head of Italy
As 39% believe the sector needs to evolve with more products designed for millennials
Weak economy and low interest rates gave criminals opportunity to defraud victims
It is time to ‘adapt’, ‘accept’, and ‘find a new way of building relationships’
As it rolls out 14 multi-asset funds available to financial advisers
But ‘tinkering with the CGT system’ could have knock-on effects for other areas like IHT