How do you solve a problem like younger clients?
Industry must ‘ensure that we provide advice in a way which works for the next generation’
UK Adviser
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IFA firm CEO sets up digital retirement planning service
It will specialise in ‘natural income’ via investment trusts listed on the London Stock Exchange
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Serving US expats is a ‘difficult area for advisers’
‘There is a huge amount of nervousness in UK businesses’ to take them on as clients
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IFA firm buys Yorkshire-based advice company
It has three more M&A deals in the pipeline
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Martin Gilbert-backed firm buys 30% stake in Parmenion
It sees ‘significant opportunities to develop’ the platform via organic and inorganic growth
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Financial planning firm makes fifth acquisition of 2021
Deal brings around £250m in funds under management
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Is now the time to trim ‘overvalued’ tech stocks?
After a decade of extraordinary performance, questions are being asked about how much further the rally can go
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FCA tells 60 DB firms to carry out past business review
‘Level of suitable advice overall is well below our objective for this market’
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‘Cruel and callous’ fraudster to pay £390,000 compensation
After he conned £1.7m from victims using ‘relentless cold calling and high-pressure sales tactics’
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Private equity firm completes £231.6m acquisition of AFH
‘There was a clear opportunity to consolidate in order to better serve customers and create increased value’
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UK wealth manager buys Yorkshire-based company
Deal brings over £250m of assets under advice to the group
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FSCS backtracks on UK advice firm failure
After the lifeboat service said investors could be eligible for compensation