Eye-watering inflation will widen advice gap
Advisers have identified it as the ‘single biggest challenge’ they currently face
Author: Cristian Angeloni
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Surge in UK advisers seeking move to the EU
In a bid to follow their clients who are relocating to the bloc
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FCA eyes replacement to Priips regime
‘The current rules make it very difficult for consumers to get the information they need’
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Morningstar unveils research portal for advisers
To help them provide personalised advice to their clients
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Global wealth manager merges with family office
Combined company will oversee $29bn in assets
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FCA begins targeted review of appointed representatives
It is writing to principal firms requesting mandatory information about their ARs
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UK to scrap Priips regulation
It has been criticised for the misleading information that it provided to investors
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Two more advice firms shut up shop in the UK
A total of 22 claims have already been filed with the FSCS
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UHNWs want to ‘lead the way’ in fight against global challenges
Smart agriculture, clean water and poverty alleviation are biggest opportunities for change
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10 UK advice firms failed between October and November 2022
Clients who are owed money have been urged to get in touch with the lifeboat scheme
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Markets put hard brakes on MPS asset growth
‘Financial advisers and clients are postponing portfolio changes due to volatility’
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PEOPLE MOVES: LGT, Julius Baer, Deutsche Bank
Wealth group makes c-suite change, while Swiss firm names head of Guernsey