UK investment manager unveils Aim portfolio
Product will offer ‘significant estate planning benefits five years faster’ than other IHT solutions
UK Adviser
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IFA consolidator buys Essex-based advice firm
It is the acquirer’s 11th deal in the market
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UK advice company buys Yorkshire-based business
Deal adds £40m assets under management
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IFA group acquires UK advice firm
Deal adds £240m assets under management
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IFA firm makes double acquisition
Company has now bought 58 advice businesses since 2014
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Wealth manager buys UK financial planning company for £164m
Deal also includes a DFM business
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Just 21% of advisers have a strategy to attract younger clients
As most believe that COP26 has been a significant driver of demand for sustainable investments
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Why do some advice companies keep acquisitions quiet?
‘At least 50% of deals are not released to the press’
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Just 36% of HNWs discuss wealth plans with their partner
Clients need to be ‘open and honest with their family’ in order to ‘make most of tax breaks available’
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Advice firm aims to be ‘acquirer of choice’ in UK market
‘Destroying your culture can happen quite quickly with a couple of bad deals or even one’
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Robo-adviser exits ‘saturated’ UK market
It will transfer client book to digital wealth manager Moneyfarm by end of January 2022
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FCA wants to make UK lifeboat scheme ‘fit for the future’
It is seeking views on the purpose, scope and funding of the FSCS compensation framework