IFA firm snaps up London-based financial planner
It is ‘pursuing other potential acquisitions’ with some expected to be finalised in 2020
UK Adviser
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Brexit day is ‘only the beginning’ for the UK
As it faces more ‘substantial and daunting task’ of agreeing trade deals with all 27 EU states
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Retired British expats in EU at ‘lowest level’ in five years
With Spain reporting the highest number of UK nationals departing
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Will ESG investing crack the financial advice industry in 2020?
A lot of products are ‘coming down the conveyor belt’
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Goldman Sachs cannot comply with Fatca in the UK
As its platform lacks the ‘infrastructure to support people subject to US tax rules’
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Industry still facing ‘tsunami’ of pension freedom challenges
Record year as flexible payments hit £9.4bn in 2019
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Rise in Chinese HNW applicants for UK golden visa
Education remains the top reason for high net worth individuals to consider Britain
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Wealth firm eyes shuttered UK robo-adviser
With a view to offering regulated advice to its southeast Asian clients in their time zone
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Fidelity plans global ‘expansion’ of digital wealth offering
As it says team of 40 is helping grow the business in several markets across the world
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Brits do not know where to find advisers
Bank and building society closures are squeezing access to advice
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Defaqto unveils pension switching tool
Advisers can select from over 800 funds and managed portfolio services
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Brexit transition period an opportunity for British expats
If they wish to move to Europe as the UK will still be a ‘member state’