UK Adviser
Companies | uk-adviser 14 Apr 21
Waverton Investment Management buys Scottish IFA firm
Deal adds £500m of AuM
Companies | uk-adviser 13 Apr 21
Does the tax advice sector need mandatory PI insurance?
Standards are ‘typically high’ but ‘issues can arise within a minority of mainly smaller firms’
Companies | uk-adviser 13 Apr 21
DeVere Group partners with UK financial planning firm
In a bid to offer advice services to returning expat clients
Companies | uk-adviser 9 Apr 21
UK financial planning firm buys Bath-based IFA company
Deal brings £105m of assets under management to the group
Platforms | uk-adviser 8 Apr 21
Fintech provider unveils platform transfer tool
Process is ‘still a nightmare for advisers’ who are ‘forced to endlessly chase providers for updates’