United Kingdom
Feifa partners with international wealth firm
It ‘adds significant value to the intermediary-client relationship’
UK financial planner snaps up IFA firm
Deal brings the company’s assets under management to over £600m
What can advisers do to retain next-gen clients?
‘Children quite often want to do things differently from their parents to forge their own path’
Pension introducer granted appeal over refund court ruling
Firm’s lawyer ‘surprised that the FCA chose not to include regulated Sipp providers and IFAs’ in the claim
Advice consolidators now more willing to do deals with DB firms
IFAs with pension transfer permissions need to be more ‘proactive’ with acquirers about legacy cases