Santander UK launches model portfolios
Portfolios combine dimensions of risk with a choice of investment time horizon
Author: Robbie Lawther
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St James’s Place buys Scottish advice firm
A ‘natural next step’ in the continuation of a long-standing business relationship
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FCA throws down gauntlet to advisers on charging structures
‘We don’t expect advisers to be charities’
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Competition watchdog probes FNZ acquisition
CMA will decide if the deal will result in ‘lessening of competition’ in UK market
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Succession Wealth eyes large firms after latest acquisition
Investors Planning Associates adds £500m to FUM
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London & Capital co-founder dies
Daniel Freedman passed away suddenly, the wealth firm announced on Wednesday
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Should investment trusts become the norm for IFAs?
Financial advisers have ‘duty’ to analyse all asset classes when building client portfolios
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Fifth of advisers don’t want younger clients
But majority would change their marketing approach to use more tech and social media
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Sanlam inks fourth M&A deal of the year
Cheshire IFA firm joins Preston and Newcastle companies also acquired this year
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Advice industry on course for recruitment crisis
Just 9% of adults and students said they would consider a career as an IFA
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Concerns over number of dedicated FCA pension scam staff
Select committee questions whether it has ‘sufficient resource’ to combat fraud
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Financial advisers unimpressed with Mifid II
Industry says it’s failed to deliver on objectives to improve integrity, fairness and efficiency
