Companies
‘Historic day’ as Aussie advice bodies agree merger
Deal comes at a ‘critical time’ for the financial planning industry
PE firm snaps up global advice group for $7bn
Deal will see the wealth business become a privately owned company
Fintech group unveils retirement income platform
It is targeted at insurance and pension providers, wealth managers and advisers
Best Practice | 28 Feb 23
UK advisers to shun simplified ‘core advice’ model
‘Targeting more wealthy clients’ and ‘fees will be too low’ are main arguments against the FCA’s plans
Canaccord bosses take aim at RBC valuation
As the firm’s senior management team formalises its offer to take the company private