Latest news
When should families start succession planning?
Younger generations are ‘more demanding’ and want to be involved
Evelyn Partners eyes international advice push
As it hires ex-Deutsche Bank head of UK wealth planning and intermediaries to oversee the expansion
UK wealth firm makes second DFM acquisition of 2022
Deal adds around £180m in assets under management
Morningstar says tech for advisers ‘not where it should be’
Technological development is a key area of focus now the Praemium International acquisition is complete
FSCS investigating advice firm with Portugal links
Company advised on and arranged pension transfers into the Trafalgar Multi Asset Fund