EQ Investors rolls out sustainability toolkit for advisers
It will help IFAs identify clients’ sustainability preferences
Author: Fiona Nicolson
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Advisers expect a drop in profitability due to Consumer Duty
Outsourcing ‘elements of the value chain can ease the heavy lifting’
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IFA group sets up 10th joint venture with law firm
To expand its personal injury and clinical negligence offering
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Embark Group launches Scottish Widows platform for advisers
As part of Lloyds Banking Group’s £150m investment
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UK financial watchdog cancels regulatory permissions of digital bank
After the FCA found the firm ‘appeared to have provided investment products or services’ without authorisation to do so
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Financial planning firm acquires two UK advice companies
In a bid to expand its footprint across Britain
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Advice tech market lacks ‘effective collaboration and integration’
IA speaks with Fintel joint chief executive Matt Timmins about the progress of technology in the industry
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Half of Brits are intimidated by investing
More than a third ‘baffled by jargon’
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26% of investment scam victims are under 30
More than three quarters of the scams take place on social media
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HMRC wins IHT case over location of domicile of choice
Anyone arguing that they are not UK-domiciled should create and maintain evidence, warns tax expert
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16% of asset and wealth managers globally will disappear by 2027
Assets managed by robo advisers will reach $5.9trn in four years
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Why is inheritance still a taboo subject for advice clients?
As 40% of HNWIs do not have a formal inheritance plan