Seven firms declared in default in last two months
This means firms have gone out of business and are unable to meet any claim themselves
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
Retail investment advice revenues increase by 3%
As firms pay £166m in professional indemnity premiums
Evelyn Partners adds 10th firm to succession programme
Deal grows the wealth manager’s footprint across the UK