United Kingdom
PEOPLE MOVES: STM, Endowus, Credit Suisse
Financial services group names head of business development, as digital wealth manager makes c-suite change
Brits forced out of retirement by cost-of-living-crisis
Advisers should be thinking differently about how to invest money for clients
Advice company buys UK wealth firm
This is the group’s sixth acquisition in the last 18 months
Are VCTs a useful tool for advisers?
They have been labelled the ‘next sensible step in tax management’
Best Practice | 13 Mar 23
Modernising the lasting power of attorney process
Changes will be a ‘positive step’ towards improving the process of making and registering LPAs