Charles Stanley rolls out financial coaching service
As Evelyn Partners launches digital hybrid platform to boost its financial wellbeing offering
Author: Alina Khan
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UK-based financial advice firm declared in default
With the FSCS receiving eight claims against the company
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One-in-five Brits regret not planning for retirement earlier
This rises to 27% for UK adults aged between 35 and 54
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19 million Brits over 50 will not consider annuities
Less than a third have or would contemplate buying one
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PEOPLE MOVES: Aviva Investors, Fairstone, Standard Life
Asset manager and advice firm make c-suite changes
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Wealth consolidator snaps up Square Mile
Research and consultancy firm will continue to operate under its own brand
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Novia Financial partners with ESG Accord to launch sustainability framework
It will be aimed at financial advisers, compliance consultants and paraplanners
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Chinese private pension market to hit $550bn by 2030
Following reforms to the market
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Should IFA firms change their approach to target female clients?
Women are an ‘underserved and untapped segment’ in the wealth management industry
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Feifa partners with Affinity Private Wealth
Wealth manager wants to provide more sustainable investment solutions
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73% of Brits believe ChatGPT could give reliable financial advice
‘New generation of investor is already here and they are looking at what is on offer’
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IFAs need to be better at promoting the value of retirement advice
Over a quarter of Brits over 55 said they wouldn’t seek support in lead up to retirement