Three reasons small IFAs are shutting up shop
Key triggers pushing advisers to say ‘it’s not worth it anymore’
Author: Robbie Lawther
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Could the next wave of advice talent come from Scotland?
Students worked with Baillie Gifford, Nucleus and Standard Life Aberdeen among others
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Sanlam takes over DFM role for VAM Funds
£135m range will switch from fund-of-funds to directly-invested approach
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St James’s Place sees fewer customer complaints
But the percentage of complaints upheld remains unchanged
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STM Group eyes growth in UK Sipp market
More acquisitions on the agenda – specifically in Qrops and UK workplace master trust sectors
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Poor pension freedom knowledge opens door for advisers
Firms could ‘reap rewards’ if they endorse inheritance tax incentives to new prospects
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Ex-IFA jailed for stealing £50k from octogenarian disabled woman
‘She trusted her adviser to act in her best interests, but he betrayed that trust and confidence’
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Ombudsman finalising decisions on British Steel complaints
Grievances about cash equivalent transfer values and early retirement factors
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Family crime groups wreaking havoc with pension scams
Criminal investigations involving regulators, government agencies and police forces are ongoing
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Advisers fear mis-selling allegations from ESG investors
Potential ‘greenwashing’ unsettles professional investors
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Advisers to push MPs on access to retail clients post Brexit
Pimfa chief says transition period is more critical than the deal
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Former Brewin man to roll out wealth management firm
Henry Algeo will spearhead Arden Partners’ spin off
