Only one in three advisers view in-person new client meetings as essential
22% of clients live more than an hour away from their adviser
Author: Alex Sebastian
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PEOPLE MOVES: Quilter Cheviot, the CISI, Evelyn Partners
Alan McIntosh has rejoined the business
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Pensions minister says 13 million pension pots to be consolidated
‘There are now more small pension pots in the UK than pensioners’
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Probate delays and IHT demands forcing advice clients to sell investments
Some clients even had to borrow money
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Markets rally as hopes of US – China trade deal rise and Powell threat subsides
Prompted by latest comments from President and Treasury Secretary
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Shackleton to offer tailored financial planning to clients with life-changing injuries
Move facilitated by the acquisition of IM Asset Management
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IHT take jumps again as annual total reaches £8.2bn
An increase of 10.8% on the same period between 2023 to 2024
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Marlborough launches bespoke portfolios for advisers’ high-net-worth clients
Developed by Edward Kennedy
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Cuts to IHT relief on AIM shares set to make gifting more attractive
Will raise an additional £110m a year for HMRC
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Eyes on AI as investors look for clues on market recovery
Sentiment on the tech giants will be important in gauging the market’s direction
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PEOPLE MOVES: Goodhart Partners, Downing, AXA IM, BlackRock
Double appointment at Goodhart Partners
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Advice clients demanding broader direct investment access
Rathbones research found increased demand for ETFs, investment trusts, equities, bonds and private markets