United Kingdom
Wealth manager acquires IFA company for £15.3m
It is the firm’s third deal of 2022
Health & Protection | 4 Feb 22
Life insurer unveils protection toolkit for advisers
To help intermediaries have better quality client conversations
Just 32% of UK adults expect inheritance or monetary gifts
Brits warned about ‘sacrificing’ standards of living in retirement for the next generation
Best Practice | 3 Feb 22
How to get the most out of pension tax advantages
Personal finance experts share 10 tips savers should be aware of
PEOPLE MOVES: Axa, Rothschild & Co, AllianceBernstein
Insurer makes c-suite change, as financial services company bolster Swiss wealth arm