Future of IFA industry rests on ability to recruit and retain staff
A study by Canada Life has revealed
Author: Alina Khan
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Women not concerned about gender of their financial adviser
As advisers aim to better understand the role of women amid the great wealth transfer
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Polluter pays framework ‘counterproductive’- Industry reacts to FCA proposals
As personal investment firms will be expected to set aside capital to cover compensation costs
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Advice firms take steps towards Net Zero
As they aim to reduce their greenhouse gas emissions
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FCA bans two advisers for poor BSPS advice
Resulting in £9,769,550 of pension funds being transferred to riskier defined contribution schemes.
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New multi-asset trading platform to launch in UK next month
Offering listed equities, commodities and forex
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Royal London acquires later life lender
Building on its 40% stake in the company
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People Moves: Canaccord Genuity, Evelyn Partners, UBS
Professional services group appoints partner as wealth manager promotes employee to country head
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Financial planner makes 20th acquisition
Adding £205m of AuM
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91% of advisers say poor platform service impacts their day-to-day work
With one adviser stating they are ‘sick of useless service and systems’
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Autumn Statement 2023: No IHT changes ‘missed opportunity’ for Chancellor
As rumours circulated of potential cuts to the increasingly complex tax
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Autumn Statement 2023: Consultation to be launched on creation of pension ‘pot for life’
Meaning employees will be able to choose which scheme their employers will pay their pension into