Active allocators can thrive in bear market
‘Outlook is complicated due to confluence of macro challenges’
‘Outlook is complicated due to confluence of macro challenges’
1970s-like economy should not refrain clients from preparing for their retirement
There has never been a ‘more important time’ for clients to understand their options
After Brexit, they are not allowed to hold a bank or investment account in Britain if they are not resident
They will look to improve client suitability assessments
Labour Party is likely to change the rules if it wins the next general election
To tackle gender wealth gap
They don’t have to be competition for IFAs
Protracted negotiations followed by lockdown have led to a ‘huge amount of pent-up demand’
Non-habitual resident scheme has been ‘extremely successful’ in generating revenues
Regulator looking at whether claims live up to how some products are marketed
Couples are now seeking certainty and clarity on their financial arrangements