Perspective adds £375m AUA with five acquisitions
It has now made a total of 107 acquisitions to date
Middle East | 21 Jan 25
Skybound Wealth makes three key leadership hires
In 2024, Skybound Wealth reshaped its operations by integrating advanced tools to enhance advice delivery
People Moves | 20 Jan 25
Chartered firm Colmore Partners hires Charlie Garner as financial planner
Colmore Partners was awarded corporate Chartered status by the Chartered Insurance Institute last year
Investment | 20 Jan 25
Oxford Risk launches retirement income suitability tool
Advisers are ‘struggling with evidencing retirement income suitability’
Regulation | 20 Jan 25
IHT tax on pensions must ‘loosen’ where lump sums are not for estate management
Broadstone consultancy agrees pensions should be used for income rather than wealth transfer