60% of advisers concerned about losing capital Schroders survey reveals
As well as 69% of advisers anticipating that the Consumer Duty’s ‘fair value’ outcome will exert pressure on ongoing charging models
Industry
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Atomos snaps up two advice firms
Which will be integrated by the end of Q1 2024
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Defaqto launches Consumer Duty profiles for 20 MPS portfolios
Now available in Defaqto Engage and Centra software
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Alpadis Group makes acquisition
To enhance their taxation and succession planning capabilities
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Lock into higher rates now: Making the most of high interest rates
As it poses both challenges and opportunities for savers and investors
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Exploring the complexities of global wealth management for high-net-worth clients
As the wealth management landscape continues to evolve
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PEOPLE MOVES: GSB, CII, Lombard Odier
As professional body appoints two vice presidents, investment service hires head of portfolio management
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Triple Point extends offer on its VCT
As capacity is filling up faster than previous years
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FSCS declares Birmingham-based firm in default over pension advice
The firm is in liquidation
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Secretary general of FECIF steps down
After nearly ten years in the role
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AJ Bell increases cash interest rates after FCA platform warning
Will also cut trading fees
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TAM Asset Management CIO: Money market portfolios ‘enable advisers to maintain a relationship with clients’
James Penny says that the rise in money market portfolios is due to high interest rates and interest from low-risk clients