United Kingdom
IFA and fund management group launches with double M&A deal
Company is ‘already speaking with other adviser firms and expects to make further acquisitions soon’
Sustainability rule changes another tick box exercise for IFAs?
FCA and Treasury set out roadmap for ESG requirements in financial services
Wealth management group expands UK footprint
As it returns to Wales with an office in Cardiff
Best Practice | 18 Oct 21
Over 3,500 DB advice clients receive letter about compensation
Market is ‘particularly susceptible to consumer harm’ and improving it is ‘a key area of focus’ for FCA
Best Practice | 18 Oct 21
IFA company buys Yorkshire financial planning firm
Acquired business will become part of the group’s newly created remote advice arm