Investors turn back on UK equities for growth and tech funds
Lack of retail interest in asset class ‘is interesting as it goes against’ the institutional market
UK Adviser
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Trade body unveils adviser guide to bolster DIM relationships
It is ‘important each party understands the structure of the arrangements they set up’
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Past performance is passé when it comes to multi asset funds
So what should advisers be looking at when it comes to selection? [Hint: it isn’t cost]
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Financial planning firm acquires Sussex advice business
It is the company’s sixth deal in past four years
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Ex-Punter Southall Wealth advisers set up Birmingham IFA firm
Founders have over 50 years’ experience in the financial services industry
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UK wealth manager unveils succession programme for advisers
It wants to ‘explore’ bringing IFA client books to the firm
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Ex-Quilter duo launch advice consolidator after M&A deal
‘We see ourselves as a smaller, client centric, alternative to the large traditional’ acquirers
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Former EY consultant creates digital estate planning service
To help advisers ‘make a real difference to their clients’ lives’
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Global advice ‘consortium’ buys UK financial planning firm
This is the acquirer’s second deal in Britain in 2021
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Private bank unveils Scotland operation
It will have a network of offices in Edinburgh, Glasgow and Aberdeen
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Will unvaccinated Brits struggle to get affordable insurance?
‘Development of new products’ around covid is ‘a commercial decision for individual insurers to take’
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UK pension firm expands into wealth advice with acquisition
This is the company’s first M&A deal since it was set up in 2020