Poor M&A due diligence will come back to haunt advice firms
‘Smart buyers’ are starting to accurately value a business
UK Adviser
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PFS offers free membership to prospective second careerists
Candidates selected will receive training support to become financial advisers within two years
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Vanguard unveils advice service for UK retirement savers
It ‘will be at an all-in cost of just 0.79%’
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Wealth manager buys UK advice firm for £1.6m
The company’s second acquisition in a week
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UK wealth firm buys investment management business for £54m
It is the company’s first foray into Scotland
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40% of Tavistock shareholders reject Jersey fund M&A bid
Board does not see any ‘commercial logic to justify a combination of the two businesses’
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Quilter Cheviot unveils women and investing hub for advisers
‘We want to be able to aid them in their conversations with female clients’
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UK regulator bans and fines financial adviser
After he provided investment advice to retail customers when he ‘was not qualified or approved to do so’
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Ex-IFA loses Sipp fraud conviction appeal
Six-year sentence was not ‘manifestly excessive or in any way wrong in principle’
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UK advice firm completes management buyout with PE investment
Funds will also help the company carry out ‘additional bolt-on acquisitions’
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Waverton Investment Management buys Scottish IFA firm
Deal adds £500m of AuM
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Does the tax advice sector need mandatory PI insurance?
Standards are ‘typically high’ but ‘issues can arise within a minority of mainly smaller firms’