Three IFA firms forced to withdraw offers to former BSPS members
FCA is ‘seriously concerned’ that they ‘were not calculated’ in line with its guidance
News
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US in the news: EP Wealth Advisors makes managerial reshuffle
A round-up of people moves and M&A deals across North America
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UK investment manager creates financial planning arm
It has hired former Cazenove Capital wealth planning director to run the operation
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PEOPLE MOVES: Prudential, FIM Capital, Novia Financial
Financial services group makes c-suite change, as Isle of Man firm names CEO
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Aussie regulator extends date for financial adviser registration
To allow Asic to assist industry with requirements
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Parent company of UK advice firm gets PE backing
Deal will help accelerate the group’s growth strategy
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Wealth firms need to overhaul operating models to cut costs
Partnering with third-party businesses may help ‘yield benefits and create competitive advantage’
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Should inheritance tax be scrapped?
After Conservative MPs reportedly call for the UK prime minister to abolish ‘morally wrong’ IHT
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RBC Brewin Dolphin unveils investment management offering for UK expats
To help solve issues for Brits and advice firms across Europe following Brexit
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UK-headquartered retirement savings platform acquires US firm
Deal takes its assets under management to over £8bn
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Franklin Templeton buys global investment firm
Potential value of the deal could reach $1.8bn
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International advice firm Globaleye sold to Jersey wealth consolidator
As part of a double swoop including an Isle of Man-based financial planning company