United Kingdom

Companies | 5 Apr 23

SJP partner firm acquires wealth manager

In a bid to expand its UK footprint

Companies | 4 Apr 23

FCA places regulatory restrictions on IFA firm director

Just weeks after the watchdog admitted its concerns that the company had misappropriated client funds

Companies | 4 Apr 23

Pension death payments to beneficiaries could be delayed, says Quilter

Following an ‘innocuous’ change in process from HMRC

Companies | 4 Apr 23

Rathbones and Investec Wealth’s UK arm merge in £839m deal

To create the country’s ‘largest discretionary wealth manager’ with £100bn FuMA

Best Practice | 3 Apr 23

How advice firms should attract millennial clients

They need to start future proofing the business