Financial planning
Financial planning | 31 May 24
Canaccord Genuity to acquire £900m AUM chartered adviser Cantab AM
The acquisition is expected to be completed within the quarter ended 30 September, 2024
Private equity backer of Kingswood takes 68.4% of the AIM-listed wealth group
This follows the anticipated approvals by regulatory authorities in the US, UK and the Republic of Ireland
Financial planning | 31 May 24
Nearly two thirds of HNW expats in UAE ‘not actioned’ family tax, estate planning
Difficulties in finding the right wealth manager cited by 48% of the 150 respondents
MAS expands ‘fair dealing’ guidelines to all financial institutions in Singapore
New guidelines aim to raise standards of fair dealing and improve the experience of customers
Financial planning | 30 May 24
SIPPs: an access point for advisers targeting the future-conscious digital natives
A slick SIPP offering can help advisers to tap into the younger, but growing, pool of digital natives