What does the busy M&A market mean for investors and advisers?
Three factors are driving the increased activity
Progeny
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How advice firms can prepare for long-term hybrid working
International Adviser spoke with Sandringham Financial Partners, M&G Wealth, Progeny, IWP, Quilter and Tenet to discuss how companies can be ready for the FCA’s evaluation of their remote working set up
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PEOPLE MOVES: Coutts, Tilney Smith & Williamson, HSBC
Private bank recruits head of international, while wealth manager makes a quartet of hires
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How are UK advice firms planning for the end of lockdown?
‘Face-to-face meetings will quickly become the exception rather than the norm’
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UK advice firm acquires Scottish financial planning business
It does not want to do deals which see clients as a ‘secondary concern’
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What do financial advisers want to see in 2021?
2020 was a learning curve for the sector, but this year is about ‘building the future of advice’
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Advice academy to roll out tax and law courses
Comprehensive training will ‘foster a new generation of advisers’
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PEOPLE MOVES: Close Brothers, Deutsche Bank WM, Phoenix Group
Asset manager names CEO, while wealth firm hires south east Asia head
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PEOPLE MOVES: FCA, Willis Towers Watson, ATC Tax
UK regulator looks to Hong Kong for CEO, as advice firm names head of investments
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Covid-19 will change advice market ‘forever’
CEO of UK wealth firm says nobody he knows had business continuity plans for an outbreak
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Women-focused wealth business joins UK adviser
To improve the representation of women within the industry
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PEOPLE MOVES: Schroders, Progeny, Ocorian
Co-heads of intermediary named at investment manager, while wealth firm opens tax service