United Kingdom
Scottish IFA firm undergoes management buyout
In a bid to take the business into ‘a new era’
PEOPLE MOVES: Aiva, Ocorian, Interactive Investor
South American advice group names CEO, as financial services provider hires Apac business development director
Advice network handed pension transfer ban
Regulator also says it must not take on any new appointed representatives
SJP partner firm completes first acquisition of 2023
Deal takes its assets under management to around £500m
Best Practice | 7 Mar 23
Ex-Coutts portfolio manager sets up investment platform comparison site
It will be for DIY investors initially with plans to help advisers in the longer term