Industry
Best Practice | 9 Feb 23
PE-backed advice group partners with Rugby Players Association
To offer education and wealth services to all its members
Accidental Americans fundraise for latest lawsuit
They need around $200k to fund lobbying and legal costs to overturn citizenship-based taxation
UK advice firm buys IFA company
Acquirer told IA that it hopes to complete three more deals in 2023
Best Practice | 9 Feb 23
‘Dying books of business’ haunt advice firms without next gen clients
‘Most advisers look after a certain quantity of the population’
Investment platform to shutter its UK operations
Six months after Abrdn pulled out of buying the business, instead opting to invest in parent company Nucoro