PFS unveils financial vulnerability taskforce
To promote a ‘greater understanding of clients’
UK Adviser
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UK investment manager snapped up by private equity giant
It is the company’s second acquisition in the sector in 12 months
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Financial planning firm to end acquisition hiatus
It also expects a ‘strong pipeline of employed advisers’ to join the company in 2021
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Health insurance demand rises among global expats
Over a third added family members to their current plan
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‘Terrible’ Europe advice market ‘needs’ networks
‘Nine times out of 10 clients have been mis-sold,’ says advisory group CEO
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UK financial planning firm completes first M&A deal of 2021
Acquisition adds more than £60m funds under management to the group
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St James’s Place to make 200 job cuts
Firm will be ‘simplifying’, ‘removing duplication of work’, and ‘stopping tasks’ it no longer requires
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Investment giant unveils UK advice offering
It will bring together the firm’s existing wealth and retirement services
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IFA firm makes double M&A swoop
It has an ‘extremely strong’ pipeline and expects to complete ‘in excess of 10 deals’ in coming months
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Can the UK diverge from EU regulation?
Former FCA chief says Britain should not be a ‘rule-taker’ post-Brexit
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Transact parent company drops out of race for Nucleus
There is reportedly one firm left in the running for the wrap platform
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IFS Qatar loses court fight
Victor says ‘our sector should have no place for the individuals who are currently running IFSQ’