United Kingdom
Is there a DB transfer mis-selling scandal looming?
Issue is ‘more widespread’ than people in the advice sector think
South African business sells off insurance arm
As Newcastle-based advice firm makes first acquisition in M&A pipeline
Brits’ inheritance will provide helping hand with property
Saving and investing also remains a key option for inheritors
Look beyond AUM when segmenting clients, says UK regulator
As it tackles ’emotive subject’ of fees: ‘We don’t expect advisers to be charities’
Stop looking at succession planning just through prism of IHT
More can be gained by emphasising strategy and governance over tax