Wealth managers and advisers miss out on intergenerational business
‘They should contact family members of clients who might value support after a major inheritance’
Best Practice
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How advice firms can deal with current economic climate
IFA owners ‘should get a grip of the key risks facing the business’
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From semi-professional rugby to financial advice
IA speaks with one of the first graduates of the St James’s Place academy
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IFA firm partners with English football club
To offer financial workshops for first team and academy players
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Quilter donates £25,000 to Pakistan floods appeal
And commits to matching funds raised by employees up to a further £20,000
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FEIFA partners with investment platform
To bolster offering for its Europe-based adviser membership
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Are advice-stubborn Brits too unattainable for IFAs?
Majority of those who have never seen an adviser don’t think anything will ever prompt them to change that
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101 British Steel advice firms hit by emergency asset retention rules
UK regulator believes companies should be planning for a potential redress scheme
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Should savers consolidate their pensions?
It is important to ‘look before you leap’
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Academies ‘crucial’ in bid to tackle adviser talent gap
They can also provide firms with a pipeline of future professionals to help bolster growth
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How estate planning solutions can tackle rising IHT bills
Diversification is a ‘key tool for advisers to protect the long-term health of clients’ savings’
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Regulator sets out three-pronged approach to fight pension scams
It expects industry to think of ‘innovative ways to protect savers now and in the future’