L&G and Lloyds make £35m investment in fintech firm
To help develop solutions around pensions and wealth
News
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Financial advice business fails
UK lifeboat scheme has already received pension-related claims against it
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US in the news: PE firm buys stake in Sequoia Financial
A round-up of people moves and M&A deals across North America
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PEOPLE MOVES: SBG, Charles Stanley, Barclays
Adviser support group names interim CEO, as wealth manager hires head of strategic partnerships
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Stonehage Fleming snaps up South African investment firm
Company will continue to make ‘select acquisitions’ to supplement its organic growth
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Taxman rakes in record £3.5bn in IHT in just six months
Increase in inheritance tax receipts ‘will be music to the ears’ of the Treasury
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Axa IM ponders China wealth management expansion
It could join a growing list of foreign firms seeking to develop operations in the country
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How advisers can unlock value in an IFA business before selling
‘A difficult recruitment market may have persuaded you to overpay staff – and that’s a problem for buyers’
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40% of HNWs globally do not have formal inheritance plan
Inadequate strategies ‘can be costly and could lead to unresolved family conflict’
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St James’s Place assets perk up
But FuM still a long way from the £154bn it had on the books at the start of the year
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Ex-Arlo and DeVere trio set up UK advice business
Company will also be offering repatriation services for clients looking to return to Britain
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Titan AM to roll out model portfolios for international market
It is the first phase of the group’s expansion into the global adviser and private client sectors