What should advisers expect to see in the Budget?
Despite little ‘wiggle room’, major announcements are anticipated
Saxo teams up with Moneyfarm to launch mutual fund portfolios
M&G Wealth &me customers now have access to actively managed funds from a range of investment managers
24% of Brits over 50 have delayed retirement plans
Advisers are adapting processes and propositions to help clients cope with the cost-of-living-crisis
Financial planning group acquires Welsh advice firm
Deal increases its funds under management to over £900m
Scottish IFA firm undergoes management buyout
In a bid to take the business into ‘a new era’