Aegon says advised clients still facing tough times despite inflation drop
Researchers found 33% have received an increase in queries from clients since 2021
Researchers found 33% have received an increase in queries from clients since 2021
The firm found 63% of advisers concerned about wealth transfer
Company also achieved a 28% increase in adjusted profit
Xplan will also be used for integration with Investec Wealth & Investment
Dundee-based Andy Caterer Wealth Management among the new firms
Sonata underpins Fidelity’s adviser platform
Comes after additional extensions from June bid
CIO of Titan Asset Management John Leiper exits
Experts weigh in on whether the advice industry is getting it right
Jeremy Gleeson will join AllianzGI
Manchester, Leeds and Newcastle offices acquired
GSB’s Mauro De Santis Bo argues proposed reforms present a ‘complex challenge’