Allfunds and Endowus team up to launch digital fund brokerage platform
Hong Kong investors will have access to over 160 funds, managed by 50 global managers
Author: Fiona Nicolson
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Number of HNWIs globally drops by 3.3%
Value of their wealth has also decreased by 3.6%
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Is financial advice too expensive – and just for the wealthy?
IA spoke with a number of firms to discuss cost, education, advice-guidance boundaries and value for money
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42% of Brits want to leave the UK when they retire
But over a third do not know exactly how much money is in their pension
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Ex-TPR director calls for change in DB transfer advice rules
David Fairs wants a ‘much smoother process’
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Wealth firms need to overhaul operating models to cut costs
Partnering with third-party businesses may help ‘yield benefits and create competitive advantage’
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Should inheritance tax be scrapped?
After Conservative MPs reportedly call for the UK prime minister to abolish ‘morally wrong’ IHT
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What should advisers expect from FCA retirement income advice review?
52% believe regulator will recommend that a different investment approach is required for clients in decumulation
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FCA removes permissions of advice business
Company had ‘not been open and co-operative’ with the regulator
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Advisers want more support in accessing ESG investment data
Market ‘increasingly challenging for firms to navigate’
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Just 17% of Brits believe finance industry is supportive on vulnerability
Advisers say they need more help from providers on this issue
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UK interest in ESG investment falls
Maximising returns now prioritised over choosing sustainable funds