Wealth manager acquires Wiltshire-based advice firm
CEO says ‘we’re not in the game of buying recurring revenue for the hell of it’
UK Adviser
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TikTok, Reddit and Instagram entice younger investors
‘Trading has become a game and a form of entertainment’ rather than long-term strategy
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Wealth manager acquires Kent advice firm
Company is at ‘exclusive due diligence stage’ for five deals
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Young women face £185,000 retirement income gap
‘We must tackle the larger structural issues in our society’
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SJP virtual reality training accused of lacking human touch
Wealth firm says the ‘intention is to give people a safe space to practice in’
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Financial advice network partners with insurance broker
To offer its members and their clients access to more life and protection products
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‘Gifts gone wrong’ cost UK taxpayers £125m
‘Complexity of the IHT regime means it’s very easy to make mistakes’
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Wealth manager buys Yorkshire IFA firm for £3.4m
Acquirer has ‘a strong pipeline of high-quality UK opportunities under negotiation’
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IFA company makes double acquisition
Deals add £362m in assets under advice
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Deja vu as advisers hit with £240m FSCS levy yet again
UK lifeboat scheme ‘expecting to see more complex claims related to pension advice’ in 2022/23
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Why don’t Brits have a long-term approach to investing?
‘There should be financial education embedded into the national curriculum’
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Brits urged to update IHT plans to include soaring house prices
‘More estates are being dragged above the tax-free inheritance threshold of £325,000’