Tavistock ends deal with Titan Wealth citing unacceptable performance
Tavistock has a network of more than 400 advisers and other business introducers working with more than 110,000 UK retail clients
Retirement | 9 Jul 24
Two thirds of working retirees at risk of falling into tax trap
Three fifths of over 55s who are or plan to work in retirement say they have no plans to seek retirement advice
Fixed Income | 8 Jul 24
M&G CIO fixed income Jim Leaviss exits with Andrew Chorlton named successor
Chorlton will join the business later this year and will report to Joseph Pinto, CEO of M&G Investments
Regulation | 8 Jul 24
FCA cautions adviser firms over challenges of overseeing overseas representatives
Advisers should consider terminating agreement with overseas appointed reps if they ‘cannot adequately monitor’ their activities
Financial planning | 8 Jul 24
Chartered UK adviser Skerritts Group adds £400m AUM with acquisition of KMG Independent
This brings the number of deals that Skerritts Group has completed since the Sovereign investment up to nine