News
PE firm joins forces with Swiss wealth manager to launch Singapore MFO
It will be headed up by a former Pictet Private Wealth veteran
18% of over 55s to pass tax-free cash from pension to loved ones
Men more likely to do so than women
Multi-adviser firms in high demand as UK consolidation race heats up
M&A consultant says smaller businesses ‘must navigate a more challenging environment amidst fluctuating valuations’
Best Practice | news 5 Jul 23
Commission ban is ‘not the answer’ for Europe advice market
Board member of German trade body said it ‘would lead to a one-sided solution and limit the diversity of advisory models’
IFA group acquires UK financial advice company
It is the firm’s third deal and has two more in the pipeline