Just 7% of advisers have plan to retain female clients
Despite most women inheriting wealth leaving their financial planner within a year of their partner’s death
UK Adviser
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PE-backed wealth manager buys UK advice firm
It has a pipeline of planned deals within the investment management and financial planning sectors
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UK financial planning firm makes double acquisition
Deals add around £250m in funds under management
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UK regulators join forces to improve outcomes for consumers
It is a ‘significant step forward’ for the industry
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Property firm shut down after taking £1.1m from investors
They were promised ‘misleading’ fixed returns
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M&G acquires minority stake in digital wealth manager
As the two firms partner to create UK investment service
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Wealth manager buys Yorkshire IFA company for £1.5m
Acquirer has a ‘strong pipeline’ of UK opportunities
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Advice sector ‘doesn’t think one way about anything’
As 76% of firms say they are happy with their current level of organic growth
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AssetCo agrees £100m all-share deal for River and Mercantile
Acquirer wants to build an ‘agile asset and wealth manager that is fit for purpose in the 21st century’
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Aviva advice arm overhauls annuity referral model
In a bid to make the process easier to offer other providers’ products to clients
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British Steel advice firm fails
UK lifeboat scheme has already received 17 claims against the company
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IFA company makes group CEO change
He will step down to become chair of its acquisitions business