PE-backed advice group opens Dundee office
Move follows four acquisitions in the UK in October 2022
News
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Adviser eyes turn to income strategies
While capital accumulation funds remain the most viewed on Square Mile’s Academy of Funds
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Hartley Pensions administrators to charge exit fee
As they create committee to consult on the best way forward
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Fraudsters jailed in £21m international crypto case
They exploited a loophole on an Australian cryptocurrency exchange
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UAE regulator suspends foreign investment fund renewals
SCA’s sudden shift applies to public offerings only – private ones are not affected
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US in the news: Mercer Advisors buys California wealth firm
A round-up of people moves and M&A deals across North America
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Links to corruption found in UK golden visa review
10 oligarchs have already been sanctioned as a result, says home secretary
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Aussie supreme court greenlights advice firm takeover
M&A talks had been ongoing since April 2022
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Ex-Premier League footballer jailed for seven years over £15m fraud
He ‘acted in a selfish manner without any concern for his victims’
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Cost of pension tax relief surpassed £50bn in 2021-22
But this should not become a justification for cuts
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44% of pension transfer amber flags raised for ‘unknown’ reasons
Quilter calls on the UK government to tackle this issue
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Inflation drives cost of retirement up 20%
Clients may need to rethink their financial plans for later life