What should advisers expect to see in the Budget?
Despite little ‘wiggle room’, major announcements are anticipated
United Kingdom
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Founder of Glasgow-headquartered Sipp provider dies
He also founded an IFA business which is now part of True Potential
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Another financial advice firm becomes employee-owned
Founder says it was the ‘most logical next step for the company’s future’
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Former PFS CEO sets up financial services professional body
Keith Richards has joined forces with a number of industry veterans to help advice firms implement the Consumer Duty
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Should commodities be a key asset class for investors?
WisdomTree believes that the case for broad exposure is ‘compelling’
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Platforms may struggle into 2024, says Fundscape CEO
The research house finds only four grew their assets in 2022
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Ascot Lloyd sets up adviser platform
As part of the IFA firm’s digitisation strategy to make financial planning more accessible
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PAM adds multi-asset allocation to inflation-linked bonds
But remains cautious on economically-sensitive fixed income such as high yield
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UK advice firm buys Midlands-based company
Acquirer will now have two offices across Britain
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Pimfa calls on FCA to simplify post-Priips disclosure rules
Quantity of mandatory information is a barrier to retail investors, the association has warned
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24% of Brits over 50 have delayed retirement plans
Advisers are adapting processes and propositions to help clients cope with the cost-of-living-crisis
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Financial planning group acquires Welsh advice firm
Deal increases its funds under management to over £900m