Latest news
Financial planning group makes 60th acquisition
Deal adds £175m in client assets
UK ombudsman unveils pensions dishonesty unit
To investigate breaches of trust, misappropriation of funds and fraud by scheme trustees
Gibraltar business buys Swiss private bank
It presents a ‘great opportunity to enhance our services’
US wealth transfers to hit $84.4trn by 2045
Advisers need to be ‘open to evolving’ and ‘prepared for changes to their business models’
Raymond James takeover of Charles Stanley gets final go-ahead
A month after regulator approved the acquisition