UK financial advice firm unveils legal arm
To address client needs without having to outsource to third-party providers
Best Practice
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Should HNWs revisit financial plans amid rising costs and inflation?
Retirement, inheritance and gifting strategies may need to be adapted
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UK couples split pensions in just 13% of divorces
Numbers low even among those who included a financial settlement and women stand to lose out most
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Advisers ‘can’t afford to delay preparations’ for Consumer Duty
They are in ‘real danger’ of letting the FCA’s deadline pass them by
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Impulsive investment decisions most common client mistake
‘Excellent strategies’ fall by the wayside because customers ‘can’t stick to the plan’
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Adviser network unveils ESG research platform
To cut down the complexities of making recommendations to clients
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Just 22% of firms have plans in place to comply with Consumer Duty
Nearly half admit they will turn to tech to help them with the regulation
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Five behavioural tips for investors to deal with volatile markets
‘Corrections and resets are a necessary part of being an investor’
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UK advisers want to be more knowledgeable about pre-nups
As the current economic climate is forcing clients to be protective over their assets
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Client suitability systems not up to scratch, say wealth managers
Just 7% believe current processes can react quickly to changes in customer circumstances
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UK trade body unveils adviser directory
It will help retail savers look for IFAs committed to sustainability
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Merrill WM unveils adviser-client matchmaking tool
A third of affluent Americans currently do not have a financial planner