Regions
Global retirement savings platform raises $95m
Funding will help finance ‘near-term acquisitions’
Quilter subsidiary escapes fine over DB pension transfer advice
Following an investigation by the UK financial watchdog
UK advice network acquires financial planning firm
As it receives funding from bank to finance its growth plans
US in the news: CI Financial sells 20% stake in wealth business
A round-up of people moves and M&A deals across North America
Best Practice | 12 May 23
Is the cost-of-living crisis a big issue for advice clients?
As 40% of retired Brits are worried about money running out