UK advice company buys IFA firm’s client book
Acquired business was looking for a ‘safe pair of hands’
News
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Westpac sells asset management arm to Mercer
Firms also agree a superannuation funds merger
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FSCS cap saw investors lose £1bn in compensation
Pension advice claims made up almost half of the total
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Irwin Mitchell acquires financial advice company
Deal helps the law firm expand its wealth management arm
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Do top slicing relief rules need a rewrite?
They have been ‘drafted in such a way that it remains difficult to interpret’
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Do investors achieve more by setting life goals?
Early retirement and greater financial security are top priorities
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UK lifeboat scheme cuts 2022/23 levy to £625m
But compensation payouts expected to be greater than last year
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Ailo unveils vulnerability code of conduct
It will help members ‘evolve strong and consistent behaviours’ to confidently serve clients
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AJ Bell reduces platform charges for advised clients
To help people deal with the impact of the rising cost of living
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Hong Kong investment firm acquires wealth manager
And purchases a 45% stake in a family office
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Protestors slam FCA’s ‘chronic and catastrophic’ failings
They also accused the regulator of being ‘morally bankrupt’ as they marched to Parliament
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Irish advice company sold to US-headquartered wealth firm
Deal adds over €180m in FuA