43% of advisers see AI tech as a threat to their business
As one-fifth say they are fully prepared for Consumer Duty
Industry
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PEOPLE MOVES: Evelyn Partners, Globaleye, M&G
Wealth manager names CEO, as advice group hires director of wealth planning
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What are the most common financial planning issues facing expats?
Clients need to get advice before they have moved
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Eight things expats should know about the global cost of healthcare
Cost of different treatments, services and operations can vary wildly depending on where you are
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UK financial advisers slam platforms over service levels
Servicing is the ‘biggest driver of choice and the biggest source of frustration’
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Pensions dashboards connection deadline delayed until 2026
But DWP says that public may have access before then
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BNY Mellon tech subsidiary rolls out wealth management platform
It will enable advisers to ‘seamlessly connect all the components of a client’s financial picture in one place’
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FCA cracks down on ‘wild west’ of crypto advertising
But concerns remain over the regulator classifying the asset as a Restricted Mass Market Investment
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59% of MENA investors plan to move their assets to another firm
Investment performance is the key reason
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Real estate platform buys European digital wealth manager
Acquisition expands the firm’s product range and services
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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
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43% of Brits over 55 unaware of tax-free pension rules
Retirees need to consider ‘key things’ before they take their lump sum