United Kingdom
Rathbones and Investec Wealth’s UK arm merge in £839m deal
To create the country’s ‘largest discretionary wealth manager’ with £100bn FuMA
Best Practice | 3 Apr 23
How advice firms should attract millennial clients
They need to start future proofing the business
Will political shifts in the UK reverse pension tax changes?
Advisers might have to act quickly before government is voted out
Evelyn Partners boosts professional services arm with M&A deal
Acquired firm offers a range of personal tax services
UK advice network revamps partnership development model
Following a review of the current structure