Companies
What can advisers do to retain next-gen clients?
‘Children quite often want to do things differently from their parents to forge their own path’
UBS sells Austria wealth operation to private bank
Deal will add around €4bn in assets under management
Pension introducer granted appeal over refund court ruling
Firm’s lawyer ‘surprised that the FCA chose not to include regulated Sipp providers and IFAs’ in the claim
NAB sells its New Zealand life insurance business
As part of the deal, the bank enters into a 10-year agreement to refer its customers to the company
Advice consolidators now more willing to do deals with DB firms
IFAs with pension transfer permissions need to be more ‘proactive’ with acquirers about legacy cases