Adviser platform Wealthtime is set to be acquired by private equity firm AnaCap Financial Partners, subject to regulatory approval.
According to Wealthtime, its focus post-acquisition will be to grow its business by "enhancing" the adviser experience. Investment from the acquisition will focus on Wealthtime's proprietary platform technology...
D2C growth particularly strong
10 year working relationship
No plans to take advantage of government schemes
Reasons to be optimistic in 2021
The Financial Conduct Authority (FCA) has published a defined benefit (DB) transfer tool which it said should help firms understand its file review methodology for DB transfer advice. But what exactly is it and why should advisers care?
131 firms have authorisations revoked