IFA group inks fourth acquisition of the year
As it names CIO to oversee its discretionary fund management arm
United Kingdom
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10 UK advice firms failed between October and November 2022
Clients who are owed money have been urged to get in touch with the lifeboat scheme
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Fidelity to increase equities exposure next year
As US and Europe hint at end of rate hikes
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Markets put hard brakes on MPS asset growth
‘Financial advisers and clients are postponing portfolio changes due to volatility’
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PEOPLE MOVES: LGT, Julius Baer, Deutsche Bank
Wealth group makes c-suite change, while Swiss firm names head of Guernsey
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Fairstone acquires financial planning company
Deal adds over 1,300 clients and more than £170m in funds under management
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International trust and pension provider buys UK firm
And purchased the Sipp book of an administration-hit business
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Advisers demand more ESG training
Opportunity for asset managers and product providers to bridge the knowledge gap
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European wealth manager buys UK digital pension advice firm
Deal adds 24,000 customers and £870m AuM
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UK advice network explores sale options
As it hires external advisers to carry out a review of the business
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FCA takes hard line on rogue financial promotions
Additional measures aim to clamp down on illegal, unfair or misleading marketing
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Old Mutual International Guernsey sold for £3.6m
Acquirer eyes further deals to hit its $2bn AuM target by 2025