Plan First Wealth partners with Optimise to provide cross-border tax service
Allowing clients to access US tax preparation and advice
Parmenion integrates data tools to improve adviser reporting
Fastrak and FINIO will give advisers access to data about their clients’ investments
Progeny acquires Nottingham-based wealth manager
Taking the firm’s assets under management to £8bn
Four-fifths of DB pension trustees expected to approach insurer in next five years
With 36% expected to approach one within the next year
PEOPLE MOVES: Benchmark, Aviva Investors, Schroders PW
Advice business announces CEO change, as asset manager names head of global wealth for UK