United Kingdom
Advisers lack post-wealth transfer strategy
Many are worried their business will lose assets as they fail to retain clients
LGT Wealth Management opens Edinburgh office
It is the firm’s fourth operation across the UK
Competition ‘heating up’ in UK wealth market
As firms continue to open hubs and regional offices across Britain
PE-backed advice company buys Beaufort Group
Acquirer was set up last year by former CEO and CFO of Quilter Financial Planning
Best Practice | 17 Jun 22
Advice network unveils Consumer Duty hub
It has been designed to ‘deliver support in every area of meeting these requirements’