Companies
UK financial planner merges with wealth manager
Deal increases assets under influence to around £700m
PEOPLE MOVES: Zurich, Lloyds Banking Group, Schroders
UBS Group COO joins board of insurance giant, as bank names protection director
US investment firm withdraws bid for Aussie wealth giant
Financial services provider may be forced to sell its business in pieces
Quarter of UK adults have low financial resilience due to covid
FCA survey shows number of at risk Brits has shot up 15% since the start of the pandemic
Best Practice | 11 Feb 21
What does the future hold for the DB transfer market?
Equilibrium FP partner believes an inconsistent ‘flow of work’ can leave industry in ‘danger zone’