United Kingdom
UK financial planning firm makes seventh acquisition of 2020
Deal adds around 1,500 clients into the group
Wealth firm buys Isle of Man insurance and pension group
Deal adds around £500m in assets under management
Review of financial advice in 2020
Industry players weigh in on the year that will be remembered ‘for its impact on people’s wealth’
Fund distributor in talks to buy ‘around 30 IFA practices’
Ex-DeVere Group wealth management consultant says M&A advice deals are ‘natural progression’ for firm
An insider’s guide to identifying fraudsters
Their keynote is ostentation, be it flashy suits or gaudy gewgaws