Oxford Risk teams-up with Intelliflo on suitability service for advisers
Service aims to improve client outcomes and help with Consumer Duty
Industry
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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
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Columbia Threadneedle’s Scott Spencer joins Square Mile as investment director
Spencer left Columbia Threadneedle alongside Kelly Prior and Rob Burdett earlier this year
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CCLA’s Browne on mental health: Awareness is increasing but the gap is widening
The stewardship lead speaks to our sister title Portfolio Adviser following the firm’s third iteration of its UK mental health benchmark
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PEOPLE MOVES: 7IM, Cannacord Genuity WM, Allianz GI, Liontrust, Time Investments
7IM names head of platform
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Tatton, Quilter and Timeline on track to dominate MPS market
Costs falling as money increasingly shifts into passives
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Quilter calls for urgent action on pension transfer troubles
Almost a year since ‘lacklustre’ review of regulations
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‘Advice gap’ grows in 2024 with 12.4m people falling in
The headline number includes 9.2 million ‘low confidence non-advised’ investors
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7IM hires Fidelity’s Sam Christopher to new head of platform role
Christopher joins growing platform team following Ontario Teachers’ Pension Plan investment