Nearly half of advisers see the ‘great wealth transfer’ as an existential threat
Natixis estimates $84trn worth of assets are set to be passed on over the next 20 years
Author: Alex Sebastian
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‘Bittersweet’ 4.1% state pension rise confirmed as inflation dips
Payments to increase from £169.50 to £176.45, or £9,175.40 a year
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AJ Bell warns capital gains reset upon death and IHT reliefs at risk in the Budget
A big increase in CGT rates could backfire
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Nine in 10 professional investors foresee shift from equities to fixed income
Wealth managers and institutional investors plan to lock in gains from strong equities performance
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PEOPLE MOVES: AJ Bell, the CISI, Mirabaud AM, RLAM, Allfunds, Stonehage Fleming IM
The platform makes two appointments
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Aegon beefs-up pensions tool for advisers
Three new sections added
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Slashing pension reliefs could ‘severely limit’ retirement security
Tax-free lump sum withdrawals under threat
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SJP report finds key life events driving advice seeking
Nearly half of people (48%) who have accessed advice did so after a milestone
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Schroders Personal Wealth: One in three women saving less than £100 a month
Only 15% of men are not reaching this threshold
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Brooks Macdonald snaps-up financial planner LIFT
LIFT is headquartered in Greater Manchester, with offices in London and Edinburgh
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PEOPLE MOVES: TIME Investments, Jupiter AM, ECP AM, Robeco
TIME hires from Octopus
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Quilter Academy partners with sport professional specialists
Aiming to bring more former sport pros into the advice industry