Concern for regulation drops in year following Consumer Duty
Increased concern over retaining existing clients and technology
Industry
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More than half of advisers upping their AI spend
AI used to enhance internal processes rather than for client services
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Vanguard launches research centre to help advisers with ‘great wealth transfer’
The centre will offer insights on investing, portfolio management and financial planning
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Tillit adds five funds to investment universe
Total number of funds on platform reaches over 100
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Abrdn launches cash management service for advisers
Featuring a range of fixed term deposit and notice day accounts
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69% of advisers are unprepared for the biggest wealth transfer in history
Older generations are set to pass down $72.6trn over the next 20 years, but advisers will only capture £5.5trn of it
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RSMR acquired by Fintel in its ninth acquisition in a year
The fund research agency will become part of Defaqto
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A third of wealth managers struggling with three-month long onboarding
Only 13% of professionals surveyed said onboarding takes a week or less
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AJ Bell calls on chancellor to introduce ‘One Isa’ product
Merging existing Cash and Stocks and Shares Isas together
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PEOPLE MOVES: Evelyn Partners, Canaccord Genuity WM, M&G, Vanguard, Time Investments, GAM, Edentree
Evelyn Partners bolsters Surrey office
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FCA announces overhaul of listing rules in bid to boost UK IPOs
Removes the need for votes on significant or related party transactions
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Titan and Tavistock heading for legal battle as multi-asset partnership implodes
The firms had agreed a 10-year deal in 2021