United Kingdom
UK financial adviser banned
He stole around £300,000 via a ‘dishonest and sophisticated scheme’
Best Practice | 26 Sep 22
Wealth managers and advisers miss out on intergenerational business
‘They should contact family members of clients who might value support after a major inheritance’
Pension industry hopeful after rumours of tax allowances review
‘These need an urgent overhaul, particularly at a time of rampant inflation’
Kingswood enters Ireland with seventh acquisition of 2022
Deal brings group assets under advice to more than £10bn
Best Practice | 26 Sep 22
How advice firms can deal with current economic climate
IFA owners ‘should get a grip of the key risks facing the business’