United Kingdom
Unnamed firm buys Yorkshire financial planning business
Company was sold one day after administrators were appointed
Retail investors have been ‘resilient’ during pandemic
But financial advisers still critical to help clients navigate the next few months
Is AuM the best way for advice firms to segment clients?
Increasing regulatory requirements have made the process seem like a ‘daunting task’
Best Practice | 26 Aug 20
Advice academy to roll out tax and law courses
Comprehensive training will ‘foster a new generation of advisers’
How UK expats can avoid ‘eyewatering’ pension tax penalties
Building up a big nest egg could come with a sting in the tail