M&G acquires IFA firm
Deal adds £1.5bn in assets under influence and over 12,000 clients
ANNOUNCEMENT: UK Adviser is now PA Adviser. Read more.
Deal adds £1.5bn in assets under influence and over 12,000 clients
Asset manager makes c-suite change, as insurance giant names managing director of wealth and advice
Regulator gives firms 12 months to implement rules aimed at improving client outcomes
Kingdom Holding Company is controlled by prince and billionaire Alwaleed Bin Talal
How to limit IHT liabilities and gift money main areas of focus for clients
To bolster offering for financial advisers
Bank names global head of UHNW, while advice firm makes four hires
But more than half say their adviser has not brought up the topic
He steered the fund group through its demerger from Prudential in 2019
As families use the same IFA in an effort to deal with the cost of living crisis
It plans to cut acquired firm’s fees to 0.15%
Deal expands fund group’s capabilities in sustainable investments for emerging markets