Evelyn Partners buys tax advice firm
In a bid to expand its footprint in the north of England
Author: Cristian Angeloni
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Rothschild & Co to de-list?
Shareholder believes private ownership would be ‘more appropriate’ for the business
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8,600 ads blocked in FCA financial promotions crackdown
As the watchdog identifies so-called ‘Fin-fluencers’ as a growing concern
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M&G teams up with Moneyfarm to launch investment app
To target a ‘new generation of savers’
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‘Superficial and over-confident’ Consumer Duty plans worry the FCA
Industry cannot ‘take foot off the gas’ with only six months to prepare for the regulation
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Titan Wealth inks partnership with LEBC
To develop investment propositions and manage its MPS
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Fairstone acquisition adds £200m to funds under management
Group FUM has surpassed £13bn
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FCA takes industry’s temperature on Priips replacement
‘The current rules make it very difficult for consumers to get the information they need’
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Kingswood bags advice firm in £12.4m acquisition
It has four potential M&A deals currently under exclusive due diligence
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First Wealth unveils hybrid advice platform
To help IFAs engage with clients and build relationships with the next generation
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Perspective inks 10th acquisition of 2022
It has its ‘biggest ever’ pipeline of M&A deals coming in the next 18 months
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Kingswood splashes out £8.6m on two advice firms
With five more deals expected to close in the next few months
