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Financial planning

Financial planning | 8 May 24

Alexander Beard Group joins US employee benefits brokerage Assurex Global

The partnership currently includes Griffiths & Armour in Liverpool, and Broadstone Financial Solutions in London.

Financial planning | 8 May 24

Advanta Solutions acquires City of London advice firm

It marks Advanta’s first acquisition in 2024 and the eighth in total

Companies | 3 May 24

MWA Financial grows AUM by £100m with acquisition of UK financial adviser

All three advisers and their support staff will all remain with the business

Financial planning | 3 May 24

Janus Henderson strikes strategic partnership with wealth arm of National Bank of Kuwait

Janus Henderson plans to launch a number of emerging markets focused alternatives strategies in second half of 2024

Financial planning | 2 May 24

HSBC Life UK launches inheritance tax calculator for advisers

Advisers can select a range of options including current IHT liabilities for clients and future liabilities based on increased asset values

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.