The role of risk capacity in retirement income advice
Oxford Risk’s Greg B Davies says sufficiently robust calculation methodology is lacking
Industry
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Plannr Technologies and Transact team-up on income statement service
Aiming to “supercharge the efficiency of financial advisers”
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Evelyn Partners assets hit £62bn as it books £500m net inflow
Adjusted earnings up 18.3% to to £103.9m
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Is the SDR fund label kick-off date also a deadline?
FE fundinfo’s Mikkel Bates discusses the next steps investors and distributors must take to comply with SDR
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Hargreaves Lansdown accepts £5.4bn private equity takeover
Deal expected to close in first quarter of 2025
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HMRC sends ‘nudge letter’ to crypto sellers
Capital gains tax may be outstanding
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PEOPLE MOVES: Abrdn Adviser, St James’s Place, Titan Wealth, Aviva Investors
Chief distribution officer named
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FCA lays out plans for traffic light ratings of DC pensions
Schemes to be rated red, amber or green on their performance
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L&G Asset Management profits drop 14% following strategy shakeup
The fees involved with merging its investment management and capital divisions proved costly, weighing on its half-year results
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Aegon says advised clients still facing tough times despite inflation drop
Researchers found 33% have received an increase in queries from clients since 2021
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Schroders and Benchmark launch adviser guides on great wealth transfer and female financial planning
The firm found 63% of advisers concerned about wealth transfer
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Quilter sees 164% increase in core net inflows in H1 2024
Company also achieved a 28% increase in adjusted profit