Women face ‘significant’ barriers to enter wealth industry
Firms told they ‘need to challenge existing cultures and overcome gender biases in recruitment practices’
Author: Robbie Lawther
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57% of HNW Brits not comfortable talking money with next gen
But an overwhelming majority plan to pass down their wealth to their children
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UK retirees suffer £300m state pension shortfall
DWP identified nearly 47,000 instances where it underpaid pensioners since January 2021
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Advice business declared in default
UK lifeboat scheme has received one claim against the company related to pension transfers
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Maximum ombudsman compensation limit to rise to £415,000
Changes to start on 1 April
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Quilter revamps financial adviser school qualifications
As head of the academy exits
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Sun Life rolls out wealth accumulation plan in Hong Kong
To help clients protect their assets against market fluctuations
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PEOPLE MOVES: UBS, Hymans Robertson, AIG Life
Wealth manager bolsters Jersey operation, as pension consultancy firm names senior partner
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Private bank eyes growth in UK external asset management market
Company says it has a ‘valuable’ proposition for the sector
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Isle of Man regulator unveils implementation of new fee structure
Watchdog will continue to ‘focus on providing value for money and maintaining standards of excellence’
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IFA group buys Scottish advice firm
As it completes the acquisition of a Leamington Spa-based company
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Ex-Abrdn Financial Planning head sets up advice company
Firm eyes 16 more advisers to join the business