Defaqto launches Consumer Duty profiles
Profiles designed to help advisers meet Consumer Duty requirements
Industry
-
-
Aisa International warns of Isa tax trap for Brits moving to EU
Firm has warned of bad advice from unlicensed advisers
-
The Lang Cat: Advised platforms suffer record outflows in 2023
Outflows increased by 36.3% compared to 2022
-
Hargreaves Lansdown flags two funds as poor value in AoV report
Multi-Manager Asia & Emerging Markets and Strategic Bond funds red-flagged over poor performance
-
Empowering consumers for good outcomes
Recent proposals from the chancellor raise more questions than answers writes Morningstar Wealth’s Steve Owen
-
Woodford redress scheme ‘changes the game’ for consumer protections, campaign group warns
Removal of FSCS protection could have severe consequences for wealth managers, according to Transparency Task Force
-
What will the capital gains tax changes mean for MPS investors?
CGT changes could generate another £1.2bn for the Treasury by 2025
-
Evelyn Partners hires Brooks Macdonald’s Edward Park
Park to become chief asset management officer
-
Octopus launches £15m Future Generations VCT fundraise
VCT managed by partner Simon King
-
PEOPLE MOVES: Quilter, Brooks Macdonald, M&G
Multiple appointments at Quilter and Brooks Macdonald
-
Schroders Personal Wealth to launch own platform this summer
SPW will also roll out an app for clients in the second quarter
-
Brooks Macdonald splits CIO role to succeed Park
Head of research Richard Larner and senior portfolio director Michael Toolan step up to the joint role