One in five clients leave wealth firms due to complaint handling
Complaints procedures ‘still leave a lot to be desired’
Industry
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Dynamic Planner adds Omba MPS to risk ratings
Eight Omba portfolios are now profiled
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BNY Mellon’s Parkin: A natural response to the FCA’s retirement review
Advisers need to utilise a suite of solutions to meet clients’ needs, writes BNY Investments’ Richard Parkin
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Men first use an adviser six years earlier than women
Research also looked at how people find an adviser
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The importance of Big Data in financial advice
Jason Dewar, head of research at Dynamic Planner, explains its increasingly crucial role
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Nucleus completes Third Financial acquisition
Deal expands Nucleus’ AUA to £97bn
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Invesco launches adviser platform to address soft skills education
Platform will include lessons from experts outside the world of investment
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FE Fundinfo enters strategic partnership with GPTadvisor
The new partnership will use generative AI to enhance productivity and efficiency
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PEOPLE MOVES: Brooks Macdonald, Close Brothers, Canaccord Genuity WM, Rathbones, LGIM, JPMorgan AM
Andrew Shepherd to retire
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EFG Private Bank launches Independent Asset Management platform for UK
Head of independent asset managers UK Ian Wright to oversee
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Consumer Duty Alliance launches tool to help advisers meet FCA requirements
Teamed with tech platform Model Office
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Invesco adds income fund to Summit multi-asset range
Designed for clients seeking reliable income during retirement