Companies
UK financial planning firm becomes employee-owned
18 staff members now retain 60% of the company
PEOPLE MOVES: Lloyds, Brooks Macdonald, Quilter Cheviot
Banking group names head of international PB, as wealth manager makes c-suite change
Pension tax overpayments hit £56m in Q2 2023
This is up almost £8m compared to the first quarter of the year
Five potential impacts of Consumer Duty
NextWealth predicts what will happen after the FCA’s regulation is implemented
Schroders advice subsidiary buys UK financial planning firm
Deal adds £755m in AuA