Tavistock offloads research firm bought six months ago
Business sold for £3m – the same price paid for it in May 2022
News
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SJP partner firm makes fifth acquisition
Deal sees assets under management exceed £435m
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Global advice company obtains Belgium licence
Firm can now provide services to clients across the EU
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FCA wants pension providers to boost consumer engagement
As it sets out standards to make sure savers can access ‘value for money products’
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Kingswood bags advice firm in £12.4m acquisition
It has four potential M&A deals currently under exclusive due diligence
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HSBC sells off Canadian arm for $10bn
Acquirer believes the deal will bolster its global banking and wealth management offerings
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FCA to unveil £5,000 fee for financial promotion applications
Following amendment to prohibit firms undertaking marketing on behalf of unauthorised businesses
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Interest rate rises force investors to turn to advisers
Expertise and experience of financial professionals is ‘crucial’ during turbulent times
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Wealth managers lack strategies to assess client investment profiles
As 67% admit they mainly rely on their own intuition
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‘Watershed moment’ as FCA eyes simplified advice regime
In a bid to provide mass market consumers with greater access to services
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UK retirees suffer £210m state pension shortfall
DWP identified nearly 32,000 instances where it underpaid pensioners since January 2021
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Just 26% of advisers have wealth transfer strategy
Next-gen clients being ignored as IFAs focus on older, wealthier investors