Life and pensions consolidator eyes UK acquisitions
As it partners with financial services software and tech provider SS&C
United Kingdom
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M&G Wealth rolls out PruFund range on platform
Full suite of offerings are now available to advisers
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Rothschild creates private markets operation for wealth unit
It aims to roll out offering across its key regions
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UK wealth manager snaps up Sipp firm
As the company looks to expand its offering
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FCA praised for opening direct bond access to retail investors
This follows the regulator publishing an engagement paper on non-equity securities
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Third IFA firm reprimanded over unsolicited offers to ex-BSPS members
As FCA sends ‘Dear CEO’ letter about companies using online portals of third-party actuarial providers to calculate redress
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76% of advisers plan to retire in the next 10 years
More than half haven’t told their clients yet
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Global wealth firm sets up expat LTA advice service
Removing the lifetime allowance cap has ‘significant repercussions for those saving towards retirement’
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UK regulator issues warning to three DFM senior managers
FCA says they were allegedly involved in a ‘coordinated arrangement’ which led to ‘customers suffering financially’
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Investec profits climb but assets dip as it prepares for Rathbones merger
FuM fell 4.5% to £61bn due to unfavourable market movements
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Why wealth firms should make mental health a priority
‘No one should struggle alone with their mental health’
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PEOPLE MOVES: Ardevora AM, CII, Evelyn Partners
Investment firm appoints CEO, as professional body names interim vice president for local institutes