Advisers should expect ‘surge in new clients’
Investec Wealth & Investment found many stockmarket investors considering seeking advice
Industry
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Oakglen Wealth teams with Toscafund on IHT service
Featuring an Alternative Investment Market (Aim) model portfolio
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Women value ‘personal service’ from wealth managers more
JM Finn publishes report entitled Wealth in Women’s Hands
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Tillit removes five funds following manager shifts
Two funds remained in universe following review
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The challenges of the British Isa
Simplify Consulting’s Jayne Brown looks at whether, despite the political fanfare, there really is a strong business case for the British Isa
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Andrew Shepherd to retire as Brooks Macdonald group CEO
CFO Andrea Montague will become group CEO from October this year, subject to regulatory approval
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PEOPLE MOVES: Square Mile, Tellworth, State Street
Square Mile snaps-up former BMO multi-asset manager
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Oxford Risk teams-up with Intelliflo on suitability service for advisers
Service aims to improve client outcomes and help with Consumer Duty
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Quilter Cheviot launches service for ‘Big Four’ employees
Workers at Deloitte, KPMG, EY and PwC are eligible
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Adviser exodus looms with half planning to retire in the next five years
One in three said they intend to retire before age of 50
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AML Group: 75% of investors see ChatGPT providing reliable investment advice in the future
Investor confidence at highest level since study launched in 2020
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Square Mile updates 3D methodology to reflect SDR fund labels
Funds will be given a sustainability profile and rating