Latest news
MitonOptimal splits with advice firm after just 2 years
Move sees investment manager exit the Isle of Man
Aussie regulator tightens licence conditions of two advice firms
Request to make investment decisions on behalf of clients raised red flags
Financial planner bought by UK wealth manager
Inaugural acquisition adds £85m to firm’s £400m AuM
Lost insurance and pension schemes earmarked for charity
Calls to expand reach of dormant asset initiative to investments and other financial products
Quilter’s advisory network to buy AIM-listed firm
Chief executive among departures expected post-acquisition