United Kingdom
UK advice firm buys IFA company
Acquirer told IA that it hopes to complete three more deals in 2023
Best Practice | 9 Feb 23
‘Dying books of business’ haunt advice firms without next gen clients
‘Most advisers look after a certain quantity of the population’
Investment platform to shutter its UK operations
Six months after Abrdn pulled out of buying the business, instead opting to invest in parent company Nucoro
Best Practice | 9 Feb 23
SJP unveils responsible investment training programme
To help its advisers integrate best practices when dealing with clients
Best Practice | 8 Feb 23
Copia Capital unveils Consumer Duty toolkit for advisers
It teamed up with the Lang Cat to help firms implement the regulation