How has coronavirus changed the financial advice M&A market?
‘Some companies may be dissuaded from selling due to the uncertainty’
Author: Robbie Lawther
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Ex-SJP man launches IFA referral service
‘We want to be represented as referral generators as opposed to lead generators’
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Kingswood splashes £18m on IFA firm
Company eyes a further three deals in ‘robust’ pipeline of acquisition opportunities
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Brooks Macdonald buys Lloyds Bank Channel Islands wealth business for £10m
Deal will increase its international arm’s funds under management to £2.5bn
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FCA urges British Steel DB victims to claim against pension transfer advisers
‘If you received unsuitable advice and do nothing, you may end up with less, or no, money during retirement’
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DFM and financial planner form £350m UK wealth group
Newly created firm is ‘poised’ for acquisitions, as well as senior hires
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FCA bans contingent charging for DB pension transfers
The steps will help ‘good advisers, who often advise to stay put, to compete in the market’
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FCA accused of ‘dirty tricks’ as LCF mini bonds investigation gets delayed
Former regulator boss Andrew Bailey set to be interviewed by the investigation this month
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Can advisers still sell their businesses during the pandemic?
‘There is no hiding from the fact there will be an impact on the M&A market’
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FCA lays down law over PI cover during coronavirus pandemic
It will consider ‘taking action’ where it sees evidence renewal process is being affected
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How to help clients near retirement as Covid-19 spreads
If advisers haven’t reduced exposure to risk and volatility then the ‘horse has bolted’
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Is business-as-usual possible for advisers working from home?
The FCA has told the advice industry they should be offering services online or by phone
