UK advice firm snaps up financial planning business
Following the retirement of the acquired firm’s managing director
News
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Support services provider rolls out single dashboard adviser software
It is designed to help advice firms run their business from one dashboard
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Just under half of Brits believe the possibility of retiring early is low
As only 37% of 18-65-year olds feel confident about planning for their later life
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PFS creates panel to set standards around sustainable financial advice
It will give advice on climate change and sustainability goals
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Should advice firms in Hong Kong and Singapore adopt a fee-based model?
One big issue is that the markets are ‘fragmented’
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IFAs raise concerns over proposed changes to pension death benefits tax rules
73% believe that they should be postponed until after the next election
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Invesco to close its global targeted return strategy
In a bid to simplify its multi-asset range
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Advice firm acquires Newcastle-based financial planning business
Adding £220m of AuA
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Wealth managers and advisers are increasing clients’ exposure to overseas assets
As 96% plan to invest in analytical tools to help predict and understand performance of key asset classes
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Private client services provider opens London office
Group will offer a range of financial, legal and lifestyle services for ultra-high net worth individuals
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Financial planning business snaps up UK advice company
Owner of acquired firm has decided to take a step back from advising
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‘Not a time for major calls’: Six multi-asset managers explain their Q4 positioning
Six investors outline their thoughts on markets for the final quarter of the year and beyond