United Kingdom
Financial planning | 31 May 24
Canaccord Genuity to acquire £900m AUM chartered adviser Cantab AM
The acquisition is expected to be completed within the quarter ended 30 September, 2024
Private equity backer of Kingswood takes 68.4% of the AIM-listed wealth group
This follows the anticipated approvals by regulatory authorities in the US, UK and the Republic of Ireland
Investment | 30 May 24
Industry experts react as FCA anti-greenwashing rule takes effect
The new rule takes effect from 31 May
Regulation | 30 May 24
One in twelve wealth managers won’t meet FCA consumer duty deadline
The survey interviewed 50 UK wealth managers and financial advisers
Financial planning | 30 May 24
SIPPs: an access point for advisers targeting the future-conscious digital natives
A slick SIPP offering can help advisers to tap into the younger, but growing, pool of digital natives