IFA group makes third acquisition of 2022
Deal adds £250m in AuM and strengthens presence in Warwickshire
News
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Why retail investors should look towards India
Country ‘presents the most compelling opportunity’
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Merrill WM unveils adviser-client matchmaking tool
A third of affluent Americans currently do not have a financial planner
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How will Spain wealth tax impact HNW clients?
It is expected to collect around €1.5bn across 2023 and 2024
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14-year record high for annuity rates
They have increased by 52% in the last nine months alone
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A quarter of baby boomers don’t trust young Brits with inheritance
But just 3% talked to a financial adviser about their succession plans
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Succession Wealth buys Yorkshire-based IFA firm
It is the company’s first acquisition under Aviva ownership
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37% drop in Aussie advisers in three years
It is ‘naïve to expect a recovery’ anytime soon
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PEOPLE MOVES: Invesco, Julius Baer, Societe Generale
Head of multi asset retires from investment firm, while wealth manager reshuffles Americas team
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Financial services firm buys Scottish rival
Both companies have wealth management and private client offerings
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Wealth manager set to complete eight advice acquisitions
Deals will add £1.4bn in AuM
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Investment firm partners with global tech provider
To give wealth industry more access to private market strategies