Companies
Wealth manager opens office in Birmingham
It will allow the firm to expand its reach in the ‘key regional centre’
Financial planning group makes 60th acquisition
Deal adds £175m in client assets
UK ombudsman unveils pensions dishonesty unit
To investigate breaches of trust, misappropriation of funds and fraud by scheme trustees
US in the news: UBS buys digital wealth manager for $1.4bn
A round-up of people moves and M&A deals across North America
Best Practice | 28 Jan 22
Just 7% of advisers have plan to retain female clients
Despite most women inheriting wealth leaving their financial planner within a year of their partner’s death