Oxford Risk teams-up with Intelliflo on suitability service for advisers
Service aims to improve client outcomes and help with Consumer Duty
Author: Alex Sebastian
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Quilter Cheviot launches service for ‘Big Four’ employees
Workers at Deloitte, KPMG, EY and PwC are eligible
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Adviser exodus looms with half planning to retire in the next five years
One in three said they intend to retire before age of 50
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Advisers need better ‘emotional intelligence and empathy’ report says
The Financial Advice Paradox report highlighted areas for improvement
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Robeco multi-asset team bolsters European equities allocation
US equities valuations ‘eye-wateringly high’
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PEOPLE MOVES: 7IM, Cannacord Genuity WM, Allianz GI, Liontrust, Time Investments
7IM names head of platform
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Tatton, Quilter and Timeline on track to dominate MPS market
Costs falling as money increasingly shifts into passives
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Quilter calls for urgent action on pension transfer troubles
Almost a year since ‘lacklustre’ review of regulations
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‘Advice gap’ grows in 2024 with 12.4m people falling in
The headline number includes 9.2 million ‘low confidence non-advised’ investors
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PEOPLE MOVES: Waverton IM, Axa IM, Jupiter, Schroders, Boutique Capital Partners
George Bromfield joins Waverton
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Four in five advisers say clients broadening range of assets held
Advisers said clients are building ‘more international and diversified portfolios’
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Parmenion adds hat-trick of MPS firms to platform
PortfolioMetrix, Elston Portfolio Management and Quilter now featured