Advice industry needs to promote family wealth discussions
As 19% of Brits over 60 say they have never spoken to their children about their finances
Best Practice
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Should class be more prominent in adviser diversity campaigns?
IA speaks with Sesame Bankhall Group interim CEO John Cowan about his path to the industry
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European advisers are ‘confused’ over Mifid II suitability compliance
Some firms have reportedly been asking clients to sign off their own risk level
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Titan Wealth sets up internship programme
As part of the company’s ‘ambitious’ growth plans
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Is financial advice too expensive – and just for the wealthy?
IA spoke with a number of firms to discuss cost, education, advice-guidance boundaries and value for money
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Aussie regulator extends date for financial adviser registration
To allow Asic to assist industry with requirements
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Just 42% of family offices globally have a wealth succession plan
As 37% say they have been the target of cyber attacks
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What should advisers expect from FCA retirement income advice review?
52% believe regulator will recommend that a different investment approach is required for clients in decumulation
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What can the advice industry do to fill the talent gap?
There could be ‘shortage of advisers in the coming years’ as 76% set to exit sector within a decade
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EU proposes regulatory changes to ‘protect and empower’ retail investors
It confirms inducement ban will be for ‘execution-only’ sales
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Just 17% of Brits believe finance industry is supportive on vulnerability
Advisers say they need more help from providers on this issue
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What issues are advice clients most concerned about?
They are ‘not immune to the financial anxieties sweeping through the rest of the population’