Adviser did not complete risk questionnaire
Traded shares during takeover negotiations
Both firms have been on the acquisition trail for several years
Combined business will have £11.2bn AUM
The owners of independent advice firm Towry have brought forward plans for a sale, according to reports, quashing expectations of a stock market float for now.
Fees charged by St James's Place (SJP) are under the spotlight once again, as the restricted advice firm reluctantly gives some answers to investors who are struggling to find out how much they pay for its services.
Can we really learn pension lessons from Down Under?