United Kingdom
Best Practice | 28 Feb 23
UK advisers to shun simplified ‘core advice’ model
‘Targeting more wealthy clients’ and ‘fees will be too low’ are main arguments against the FCA’s plans
PEOPLE MOVES: Octopus Investments, Progeny, Sigma Private Office
Investment firm makes CEO change, as financial planning group names head of academy
Abrdn sells UK and Jersey DFM business for £140m
Asset manager believes another owner is ‘better placed to invest to deliver greater scale’ in the operation
Best Practice | 27 Feb 23
AIC launches course and certification for advisers
Accredited by the CII and CISI, it covers essential investment company topics
Global wealthtech firm in ‘active discussions’ over €5.5bn sale
There is no certainty that a deal will be agreed