Jump in FOS complaints to 141k is ‘an unnerving trend’
49% higher than the same period the year before
Author: Alex Sebastian
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Charles Schwab rolls out thematic investing service in the UK
45 curated thematic areas
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Aberdeen: Overlooked mid-caps could be ‘attractive sweet spot’
Trading at record low valuations compared with large firms
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Quilter says IHT gifting rule used by just 2% of estates will spike in popularity
Just 1,490 estates have used the strategy
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Cash ISAs booming with £4.2bn inflow as government weighs reform
Deposits in banks and building societies rose by £7.4 bn
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PEOPLE MOVES: Clifton Group, Artemis, Fladgate LLP, Aberdeen
SIPP specialist names new managing director
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Rathbones’ Coombs: ‘We won’t be following the ‘hot’ investment flows into Europe’
Sceptical of shift some investors have made away from US assets
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FCA AI service will ‘enhance client trust’ in the technology
A regulated testing service will provide a ‘safety net’
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FCA to launch AI testing service
Open to feedback on the plans until 10 June
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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
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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’