Investment company withdraws €5.5bn offer for wealthtech firm
Proposal was seen as ‘inadequate’
News
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Vanguard to shutter financial planning service
It was launched in April 2021 at the cost of 0.79% per annum
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Ailo names Simon Willoughby as proposition executive
As the international trade association begins ‘to roll out some exciting plans’
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Holborn Assets sets up shop in the DIFC
Licence will ‘serve as the platform for our next phase of growth’
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IFGL completes acquisition of Sovereign Pension Services
RL360 and Friends Provident International parent company says there is a gap in the Sipp market
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IFA firm becomes employee-owned
CEO will stay in his role for another five years
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‘Historic day’ as Aussie advice bodies agree merger
Deal comes at a ‘critical time’ for the financial planning industry
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PE firm snaps up global advice group for $7bn
Deal will see the wealth business become a privately owned company
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Fintech group unveils retirement income platform
It is targeted at insurance and pension providers, wealth managers and advisers
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UK advisers to shun simplified ‘core advice’ model
‘Targeting more wealthy clients’ and ‘fees will be too low’ are main arguments against the FCA’s plans
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PEOPLE MOVES: Octopus Investments, Progeny, Sigma Private Office
Investment firm makes CEO change, as financial planning group names head of academy
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Canaccord bosses take aim at RBC valuation
As the firm’s senior management team formalises its offer to take the company private