United Kingdom
UK financial planning firm buys Yorkshire-based business
It is the company’s sixth acquisition in 2021
How do you solve a problem like younger clients?
Industry must ‘ensure that we provide advice in a way which works for the next generation’
PEOPLE MOVES: SJP, Carrick Wealth, Deutsche Bank
Wealth manager hires director for retirement, while South African firm names regional manager
IFA firm CEO sets up digital retirement planning service
It will specialise in ‘natural income’ via investment trusts listed on the London Stock Exchange
Can the US still deliver meaningful returns?
Rising inflation and interest rates are keeping investors on the fence