United Kingdom
IFA firm unveils investment platform
As it rolls out a range of portfolios available for Isas, general investment accounts and offshore bonds
UK Sipp provider enters administration
Advisers recommended clients transfer pensions which ended up in high risk, illiquid investments
Firms struggle to meet economic substance rules
With clients urged not to go ‘jurisdiction shopping’ to find the most attractive regime
Buyout adds to northern IFA firm’s powerhouse ambitions
As Quilter completes acquisition of Lighthouse to grow its 3,500 adviser network
Best Practice | 12 Jun 19
UK wealthy changing advice firms to get more ‘attention’
Clients feel alienated as wealth managers forget how much they value a personalised approach