Wealth consolidator inks partnership deal with IFA firm
To develop investment propositions and manage model portfolios
News
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Over 1 million Brits to be dragged into higher tax bands by 2027
Clients encouraged to make more efficient use of allowances
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Expats warned UK pensions fall under Spain wealth tax rules
But Blevins Franks says there are a number of ways clients can protect their assets
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PFS members urged to share views on CII board takeover
As trade body extends consultation deadline with aim to ‘reach a compromise’
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UAE financial watchdog overhauls fund regulations
As it looks to create an industry ‘dominated’ by locally based products
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FCA faces legal challenge over British Steel redress scheme
Regulator believes move is an ‘attempt to delay payment’
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Global PE firm completes majority investment in IFGL
RL360 and FPI parent group will use financial backing to buy more firms
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US in the news: FNZ boosts wealth arm with acquisition
A round-up of people moves and M&A deals across North America
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Large advice companies to create own platforms
Competition will get ‘fierce’ as providers look to modernise their propositions
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Ninth UK advice firm fails in 2023
FSCS has already received eight claims against the company – but five have been rejected
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PEOPLE MOVES: Brooks Macdonald, Rathbones, Allfunds
CFO and COO to leave wealth manager, as investment firm hires chief client officer
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Global wealth firm acquires Singapore fund manager
To bolster its operation across southeast Asia