Companies
Best Practice | 30 May 22
Tax and diversification advice most valued by young HNW Brits
Tech-savvy generation ‘still eager to receive tailored guidance on the complexities of managing wealth’
UK advice company buys IFA firm’s client book
Acquired business was looking for a ‘safe pair of hands’
Westpac sells asset management arm to Mercer
Firms also agree a superannuation funds merger
FSCS cap saw investors lose £1bn in compensation
Pension advice claims made up almost half of the total
Irwin Mitchell acquires financial advice company
Deal helps the law firm expand its wealth management arm