Companies
Best Practice | 30 Nov 22
‘Watershed moment’ as FCA eyes simplified advice regime
In a bid to provide mass market consumers with greater access to services
Just 26% of advisers have wealth transfer strategy
Next-gen clients being ignored as IFAs focus on older, wealthier investors
How can networks help advice firms?
Changes in regulation and Brexit have put an increasing amount of pressure on advisory and wealth businesses
Kingswood targets UK-like acquisition spree in Ireland
But firm ‘not actively thinking about’ passporting opportunities across the EU
PEOPLE MOVES: Atlantic House, LGT, Fidelity
Investment firm names head of distribution, while wealth manager bolsters Middle East client services team