UK
Financial planning group acquires Welsh advice firm
Deal increases its funds under management to over £900m
IFA group expands into Northern Ireland
Company sees it as an ‘important location’
Bill Vasilieff ‘lured’ out of retirement to set up UK advice firm
Swedish-headquartered group will offer IFA and investment management services across Britain
North America | 8 Feb 23
Advice tech firm eyes UK and US expansion after raising $18m
BNY Mellon and RBC invested in the company during a funding round
European investors fail to carry out due diligence on firms
Many trust friends, family and social media influencers but will not check regulators’ websites