Companies
Fintech firm strengthens wealth management offering
It hopes acquisition will help the business ‘enhance’ client experience
PEOPLE MOVES: Kingswood, AAM Advisory, Rathbones
Top management reshuffle at wealth manager, as Asian advisory firm makes senior promotion
Mini-bond victim caught in UK regulator data breach
Their personal details were publicly accessible despite not being relevant to the FOI request
New breeds of acquirer create ‘exciting’ time in IFA market
There were 11 M&A deals worth over £5m in 2019, including four by private equity-backed firms
LatAm advice market bolstered by distribution partnership
Deal to ‘enhance’ product, service and support offering to advisers and clients in the region
