Rise in demand for holding ESG investments in onshore bonds
Recent changes ‘turning the spotlight on how onshore bonds can deliver tax-efficient investment growth’
Author: Fiona Nicolson
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Cost-of-living crisis is increasing ‘financial secrecy’ in families
20% of UK adults are hiding their finances from their loved ones
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Have interest rates impacted M&A deals in the advice market?
Financial services sector ‘has long been a hotbed of M&A activity’
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Support services provider rolls out single dashboard adviser software
It is designed to help advice firms run their business from one dashboard
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IFAs raise concerns over proposed changes to pension death benefits tax rules
73% believe that they should be postponed until after the next election
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Wealth managers and advisers are increasing clients’ exposure to overseas assets
As 96% plan to invest in analytical tools to help predict and understand performance of key asset classes
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Private client services provider opens London office
Group will offer a range of financial, legal and lifestyle services for ultra-high net worth individuals
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FCA launches cinema ad to highlight dangers of ‘hype-driven’ investments
It will be shown before film about GameStop scandal
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Aviva buys UK protection business for £460m
Deal expected to complete in the first half of 2024
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Should advisers see AI as a threat to their business?
‘Essential to maintain a balance’
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A fifth of IFAs plan to overhaul their tech stack in the next 12 months
With one in seven having switched cashflow modelling tools in the last year
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Adviser network partners with regtech provider to better assess vulnerable clients
Enabling advisers to successfully identify vulnerable client characteristics