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FCA publishes consolidation review of wealth management sector


By Dan McGrath

The Financial Conduct Authority (FCA) has published a review of consolidations in the wealth management and financial advice sector, highlighting a need for "clear structure, strong governance and risk management processes"


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Appetite for international bonds on the rise

International bonds are increasingly growing in favour among advisers, according to new findings from Canada Life UK

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Standard Chartered's wealth division income jumps 28% in Q3

Standard Chartered has seen its operating income increase by 28% in its wealth solutions division, rising to $890m in the third quarter

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Hoxton Wealth adds £140m in AUM through Haven acquisition

Hoxton Wealth has completed the acquisition of Manchester-based Haven IFA and added £140m in assets under management (AUM) to the group

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Allfunds surpasses €1.7trn in AuA on wealthtech platform

Wealthtech firm Allfunds has reported a 17.9 per cent year-on-year jump in its total assets under administration (AuA)

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Adviser study reveals clients cutting pension payments for IHT purposes

Forty-seven per cent of advisers have reported that their clients are cutting pension contributions to invest in inheritance tax (IHT) solutions, new research by Downing has indicated.

The investment manager, which interviewed 100 UK financial advisers and wealth managers, noted the trend comes ahead of the deadline for unused pension funds being included in estates

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£5bn sitting in equity index funds charging above average fees

Over £5bn is sitting in old equity index fund share classes charging over 0.5% in fees, analysis by Vanguard Asset Management has highlighted

Majority of UK expats better off financially than last year, study finds

Over half of UK expats living overseas feel better financially than 12 months ago, a study by Hoxton Wealth has shown

More than two fifths of over-50s facing 10-year retirement shortfall

More than two fifths (42 per cent) of people aged 50 and over are facing a retirement savings shortfall of at least a decade, research from Fidelity International, in partnership with the National Innovation Centre for Ageing (NICA), has revealed
Investor interest in secondaries rising as private markets demand grows

Individual investors are considering investing in secondaries as interest in private markets investing grows, according to new research from Wealth Club

Barnett Waddingham reports 12.8% revenue rise following Howden acquisition

Barnett Waddingham (BW) has reported a 12.8 per cent rise in revenue for the 2024/25 financial year, reaching £181m in what it described as a year of “standout commercial success” and post-acquisition integration with the Howden Group

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