United Kingdom
PEOPLE MOVES: Kingswood, AAM Advisory, Rathbones
Top management reshuffle at wealth manager, as Asian advisory firm makes senior promotion
Mini-bond victim caught in UK regulator data breach
Their personal details were publicly accessible despite not being relevant to the FOI request
New breeds of acquirer create ‘exciting’ time in IFA market
There were 11 M&A deals worth over £5m in 2019, including four by private equity-backed firms
Sold Quilter life business to become closed book
Current clients will not be affected and have all options still available to them
How can advisers judge when to use structured products?
Tool offers an ‘independent assessment’ of how they can fit into an existing portfolio