Industry
One in two UK financial advisers plan to retire during the next five years
51% of IFAs, financial planners say their firm will only keep up to 50% of clients’ assets they currently personally manage
Tatton AM sets new growth target of £30bn AUM/I by Q1 2029
Tatton’s IFA firms increased by 12.2% to 975 (2023: 869)
DeVere Group’s asset management arm hits $1.5bn in AUM
All deVere AM funds are domiciled in Dublin
Middle East | 18 Jun 24
Sam Oakes joins Hoxton Capital Management as its first head of creative
Oakes spent 15 years building Recruit UK which recruited talent for the financial planning space
Retirement | 18 Jun 24
Tread ‘very carefully’ with overseas transfers amid UK Election limbo
QROPS transfers to a UK pension scheme are ‘in danger of losing out’