Companies
18% of over 55s to pass tax-free cash from pension to loved ones
Men more likely to do so than women
Multi-adviser firms in high demand as UK consolidation race heats up
M&A consultant says smaller businesses ‘must navigate a more challenging environment amidst fluctuating valuations’
Best Practice | 5 Jul 23
Commission ban is ‘not the answer’ for Europe advice market
Board member of German trade body said it ‘would lead to a one-sided solution and limit the diversity of advisory models’
IFA group acquires UK financial advice company
It is the firm’s third deal and has two more in the pipeline
Brooks Macdonald promotes Matthew Wintour to head of int’l distribution
This is a newly created role at the wealth manager