Digital family office secures investment
Funding will be used to develop the firm’s platform and venture into more markets across Asia
Author: Fiona Nicolson
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Fake financial adviser jailed for five years
After he defrauded vulnerable clients of nearly £900,000
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Should the advice market rethink the 60/40 portfolio approach?
There is a debate whether the strategy is dead
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Polar Capital opens office in Sweden
Operation was ‘obvious next step’ for the firm
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Deutsche Bank launches investment management arm
To give high net worth clients access to private credit opportunities
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Cost-of-living crisis is increasing ‘retirement anxiety’
A fifth of Brits are losing sleep due to worrying about retirement
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FCA to introduce screening checks for financial adverts
Rules come into force in February 2024
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Should Brits stop turning their back on annuities?
Despite increasing interest, they do remain a ‘niche product’
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One-in-10 advisers planning to quit due to Consumer Duty
More than a third say regulations are harming their mental health
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State pension set to rise by 8.5% in April
‘Government has a difficult balancing act ahead’ with the triple lock
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Are Brits too reliant on inheritance for their retirement plans?
Clients may have a ‘dangerous strategy’ in place
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58% of UK adults have low confidence in their pensions knowledge
Only 11% believe that their knowledge is good