UK financial advice firm Ascot Lloyd has completed its acquisition of Aberdeen Financial Planning (AFP). The acquisition bolsters Ascot Lloyd’s assets under advice by £3.6bn taking the combined figure ...
Titan Wealth is set to acquire Plymouth-based advice firm Sound Financial Management, which will expand its presence in the southwest of England. The deal will add around £600m in assets under ...
Transact has introduced a new Flexible Reversionary Trust (FRT) to its platform in response to adviser demand for solutions ahead of the 2027 pension IHT rules. From April next year, unused ...
International Adviser’s IA 100 Industry’s Most Influential 2025-2026 list has been revealed. The heavily anticipated return of the IA 100, for the first time since 2020, sees a number of notable ...
HMRC’s tax evasion crackdown means higher penalties for late payers, with over 500 new officers as part of measures to close the £44bn tax gap. A shift to ‘Making Tax Digital’ will come with higher ...
The UK’s financial regulator, the Financial Conduct Authority (FCA), is conducting a review into the support offered to berevead customers by advice firms, platforms and wealth management firms, it ...
In this latest instalment of IA’s sister title’s Investment International’s Breakfast Briefing series Gary Robinson sits down with Rob Allen, CEO of IFGL – almost a year to the day that he took over ...
It is a sensible move – but at least 30 years too late. From an international perspective, it is not new. In many expatriate markets, advisers have been working this way for years — not because ...
International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or ...
Merit Financial Advisors has announced it has partnered with wealth management technology provider OneVest as part of its drive to expand and become “the RIA of the future”. US-based Merit, which is ...
UK-based pension trustee and administration specialist Alltrust has launched a SIPP for high-net-worth individuals, experienced investors and the wealth managers who advise them. The Sophisticated ...
8AM Global has launched the UK’s first capital-protected Model Portfolio for advisers, in partnership with structured product specialist IDAD, it said today. The firm has launched AQ Protected (AQP), ...
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