Mattioli Woods and Kingswood to merge
Combined firm will serve over 25,000 clients
Kingswood
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Abrdn investment manager launches Buckingham Research investment consultancy
Buckingham Research aims to help IFAs manage outsourced and in-house investment solutions
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The shoehorning ghost that could haunt consolidators
Rapid growth through acquisition boosts assets and revenues, but it could also heighten the risk that end clients are placed in unsuitable investments.
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Should investors be moving into the world of passion assets?
As investments in wine, classic cars and luxury handbags continue to increase
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Should more advisers in the UAE turn to outsourcing?
Region’s financial sector is ‘developing and evolving at a rapid pace’
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Are Brits too reliant on inheritance for their retirement plans?
Clients may have a ‘dangerous strategy’ in place
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IBOSS cuts charges across 32 MPS portfolios
Negotiations with fund houses have resulted in reduced pricing
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What can the advice industry do to fill the talent gap?
There could be ‘shortage of advisers in the coming years’ as 76% set to exit sector within a decade
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Is the cost-of-living crisis a big issue for advice clients?
As 40% of retired Brits are worried about money running out
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PEOPLE MOVES: Fecif, Candriam, Kingswood
European professional body elects chair, as multi-asset manager makes c-suite change
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PEOPLE MOVES: InvestCloud, Eastspring, Kingswood
CEO leaves global wealthtech firm, as asset manager names interim chief executive
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Has the UK advice M&A market reached its peak?
‘Number of appropriate new investment targets is very limited’