United Kingdom
Global HNW families worried about passing wealth to next gen
63% believe that the millennial generation is not as committed
Dynamic Planner adds cash flow planning tool
Firm claims it takes ‘miscalibration risk out of the equation’
British Steel IFA firm enters liquidation
It stopped offering DB transfer advice and suspended its permissions in 2017
FCA writes to 55 firms over misleading financial promotions
No enforcement action has been taken but the UK watchdog has a ‘number of ongoing investigations’
Nucleus announces £1.5m acquisition
As it seeks greater control over its processes, service offering and product development