United Kingdom
Client endorsements biggest opportunity for advisers in 2020
As word of mouth remains top business boost going into the new year, Intelliflo says
Financial advice firm to roll out ‘bionic’ services
Through its Hummingbird app which combines human and robo-advice
Quilter sells life assurance arm
As Utmost completes transfer of mutual life insurance company
FCA retrieves £172,000 for investment scheme victims
It said ‘confiscation will go some way’ to compensating those who were misled and defrauded
Global investment firm to buy UK wealth manager for £91m
Deal will help provide ‘capital backing, strategic support and additional resources’ for the business