IFA firms forced to withdraw ‘misleading’ offers to ex-BSPS members
FCA says it ‘will not tolerate this behaviour’ and ‘will take further action’
United Kingdom
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IFA group makes ‘largest acquisition to date’
It is the firm’s seventh deal since its launch in 2021
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How should investors position portfolios to cope with recession?
Liontrust’s John Husselbee says he is ‘more positive, albeit cautious, for the year ahead’
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Financial planning group buys advice company
Deal takes its assets under management to just over £750m
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Restore MPAA to £10,000, Canada Life demands
Between 500,000 and 1 million people of working age are restricted by the allowance
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IHT bill on track to exceed £7bn
As inheritance tax receipts for January 2023 totalled £578m
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‘Detective’ investors blocked £2m of scams in 2022
39% claim that their investigative and research skills are helping them spot signs of fraud
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UK wealth manager sets up financial planning service
It can be used as a complementary solution alongside existing adviser relationships
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IFA group expands into Northern Ireland
Company sees it as an ‘important location’
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Widow wins high court challenge after husband leaves her out of Will
He wanted to pass down his estate of over £1m to his two sons
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PEOPLE MOVES: CII, Saltus, Ocorian
COO to step down from professional body, as wealth firm makes c-suite change
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Accountancy group sets up wealth management arm
Company hires former director of an SJP partner firm to run the operation