Wealth firm chief eyes ‘strong pipeline of opportunities’
Assets under management hit £1.9bn after first acquisition of 2019
Assets under management hit £1.9bn after first acquisition of 2019
UK’s financial regulator urges firms to start preparing now to comply with obligations
Multi-asset funds high on retail agenda and Amundi subsidiary’s thematic fund to tackle global warming
Investment manager builds on regional ambitions
The acquisitions add around £130m in assets under advice
Sipp complaints drive adviser levies up £45m, rise slammed as ‘unacceptable and not sustainable’
Bad IHT planning can lead to unnecessary tax charges, family disputes and legal costs
UK taxman forced to repay over £30m in Q4 2018, showing little improvement has been made
UK advisers need to shake off their discomfort and bring up uncomfortable subjects – like inheritance
UK taxman was given greater powers in 2012, but a House of Lords report says they go too far
While UK-based financial advisory firm Perspective makes its 32nd acquisition since 2008
Calls to set up an independent government body with ‘clear statutory remit’ to protect consumers