SMCR burden to hit solo-regulated advice firms hardest
As freeze on FCA register updates means they will likely need to self-report their status
As freeze on FCA register updates means they will likely need to self-report their status
Deputy CEO hired at Singapore insurer, as German wealth manager targets UK family office growth
UK government confirms Budget date, as AJ Bell’s Selby warns reviews ‘will open up Pandora’s Box’
As Mattioli Woods says it plans to keep buying up other firms
Since it was founded in 2008, the business has bought 35 advice companies
Business will ‘strive to remove the jargon and overwhelming nature’ attached to industry
As word of mouth remains top business boost going into the new year, Intelliflo says
Through its Hummingbird app which combines human and robo-advice
As Utmost completes transfer of mutual life insurance company
It said ‘confiscation will go some way’ to compensating those who were misled and defrauded
Deal will help provide ‘capital backing, strategic support and additional resources’ for the business
‘Firms are struggling against a wave of digitisation in the wealth management arena’