Two thirds of advisers predict strong growth in clients
Researchers also found investment in technology is improving efficiency
Author: Alex Sebastian
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BareRock founder says advisers can meet the 3-day complaint rule
Complying with the requirement ‘virtually impossible’ without support
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FSCS finds adviser in default over pension transfers
Mark Peter Houlbrook in default over one claim
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David Jane: Turning volatility from retirees’ enemy to friend
The multi-asset manager on why last Autumn was an opportunity
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Ascot Lloyd names new chief executive
Hired from Royal Bank of Canada
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Quilter tops lang cat’s advised platform sales chart as industry outflows rise
Total outflows up 30.4% year on year
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PEOPLE MOVES: Canaccord Genuity Wealth Management, Evelyn Partners
Canaccord adds an investment director
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IHT receipts up £200m on same time last year as Budget looms
Removal of IHT reliefs reported to be in the sights of Chancellor Rachel Reeves
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SJP says a third of investors shifted into cash as rates rose
Only 12% increased exposure to equities during this time
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Evelyn Partners makes double hire to IFA sales team
Joe Sheehan and Ben Sims brought on board
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Liontrust neutral on US equities due to small cap hopes
US smaller companies have underperformed and they now offer good value
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PEOPLE MOVES: Quilter Investors, Aviva Investors, Premier Miton, Orbis, Morningstar, Columbia Threadneedle
Quilter adds to manager research team