ASIC takes action against former adviser over conflicted superannuation advice
The regulator will seek to allege that Merhi used marketing companies to push potential clients to his financial advice businesses
Uncategorised | 29 Aug 25
UK wealth firms raise concerns over ‘targeted support’ delivery
Firms say that the current rules risk adding more confusion for customers, and the line between guidance and advice is still unclear
Uncategorised | 29 Aug 25
Evelyn Partners sees assets hit record high ahead of IHT changes
Net flows were £692m, up 62.1% compared with the £427m recorded in H1 last year
Tax & Regulation | 28 Aug 25
Advisers see rise in use of deeds of variation to avoid IHT
Advisers say usage will increase over the next few years ahead of upcoming IHT changes
Chesnara eyes further M&A opportunities on the back of strong results
Cash generation increased by 26% to £37m in the first half of 2025