IFA company buys UK advice firm
Deal adds £135m assets under management
UK Adviser
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16 UK businesses went bust between October and November 2021
Most were financial advice, pension and insurance services providers
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UK politicians to scrutinise adequacy of pension savings
Workers must be helped ‘to ensure they do not miss out later on in life’
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Tech giants agree to only publish ads of FCA-authorised firms
As UK government told to include scam adverts in the Online Safety Bill
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Wealth manager buys UK financial planning company for £164m
Deal also includes a DFM business
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Just 21% of advisers have a strategy to attract younger clients
As most believe that COP26 has been a significant driver of demand for sustainable investments
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Raymond James acquisition of Charles Stanley delayed
Completion date pushed back as firms do not believe they will get FCA approval in time
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Private equity takeover of LV= collapses
As rival insurer offers to enter into ‘immediate and exclusive discussions’
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Global fintech firm buys UK investment platform
Deal expands acquirer’s digital services offering in the British advice market
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Why do some advice companies keep acquisitions quiet?
‘At least 50% of deals are not released to the press’
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UK wealth manager partners with green fintech firm
To give its clients access to personalised information about the climate impact of their investments
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Just 36% of HNWs discuss wealth plans with their partner
Clients need to be ‘open and honest with their family’ in order to ‘make most of tax breaks available’