What do advisers need to know about tax-efficient investments?
Many IFAs underestimate the size of the market
UK Adviser
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IFA consolidator bags £15m for M&A spree
As the company targets over £1bn in AuA within the next 18 months
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UK advice company buys financial planning business
Managing director of acquired firm will move into a relationship management role
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IFA firm becomes employee-owned
CEO will stay in his role for another five years
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What can investors do to tackle the 60/40 portfolio issue?
Market is ‘not all doom and gloom’ despite challenges
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PE-backed advice group partners with Rugby Players Association
To offer education and wealth services to all its members
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UK advice firm buys IFA company
Acquirer told IA that it hopes to complete three more deals in 2023
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PE-backed wealth manager takes minority stake in IFA firm
It is the first of many such deals the two-year-old company has planned
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11% rise in UK advice M&A deals
‘Signals point to even further consolidation in the year ahead’
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UK financial services group buys advice firm
Acquired business will retain its branding
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Investors urged to rethink 60/40 portfolio strategy
Apollo AM believes there is ‘always a place for absolute return alongside the traditional asset classes’
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Should investors increase allocations to fixed income?
Avoiding the traps in the asset class was the ‘biggest bullet to dodge in 2022’