How will UK/EU financial services agreement impact advice firms?
MoU ‘is a welcome commitment from both sides’
UK
-
-
Which property taxes can clients expect in a move to Europe?
‘Nothing is simple if they choose to keep their old UK main home after moving abroad’
-
UK firm rolls out blended retirement income solution
It will allow advisers to offer clients a mix of drawdown and annuity strategies
-
73% of Brits believe ChatGPT could give reliable financial advice
‘New generation of investor is already here and they are looking at what is on offer’
-
UK advice network completes quadruple M&A swoop
As it launches a members-only buyout proposition
-
UK investment services firm rolls out API tool for advisers
To allow them to integrate the software they use with its platform
-
Investment manager rolls out value for money tool for advisers
To provide them with a measure of the cost-effectiveness of their clients’ portfolios
-
Financial services recruitment firm launches M&A service for IFA market
Ex-SJP development manager will head up the operation
-
Ex-CFO of SJP partner firm buys UK wealth manager
Founder will retire from the business following the deal
-
Adviser support group makes two acquisitions via advice arm
Deals add £200m in AuA and 500 wealth clients
-
UK investment manager creates financial planning arm
It has hired former Cazenove Capital wealth planning director to run the operation
-
IA interview – Magnus Wikner – Söderberg & Partners
The head of wealth management UK talks to International Adviser about the firm’s move to Britain