United Kingdom
Sipp sales reach highest level in five years
‘Savers are becoming increasingly confident in managing their own finances’
Best Practice | 7 Jul 23
Quilter partners with charity to improve diversity in advice sector
Firm wants to encourage young people from ‘disadvantageous backgrounds’ to pursue their desired career path
PEOPLE MOVES: Blacktower, Platform One, M&G Wealth
Advice company names joint managing director, as platform hires COO
UK-based private equity firm sets up family office
To provide HNWs with a more ‘strategic approach’ to their investment and taxation strategies
Chase De Vere ‘actively looking’ to make acquisitions in IFA market
After it did not conclude any deals in 2022