Fears over IHT and pensions prompt advice demand
Flagstone’s latest poll of UK financial advisers shows an increase in demand for advice from both existing and new clients
Industry
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Evelyn Partners hires former Paddy Power Betfair CFO
Alex Gresh has led multiple firms through transitional stages such as Cazoo and Sportsradar
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Cuts to IHT relief on AIM shares set to make gifting more attractive
Will raise an additional £110m a year for HMRC
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FCA sets out further CCI consultation on fee simplification
Final CCI rules will be set out in late 2025
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PEOPLE MOVES: Goodhart Partners, Downing, AXA IM, BlackRock
Double appointment at Goodhart Partners
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Advice clients demanding broader direct investment access
Rathbones research found increased demand for ETFs, investment trusts, equities, bonds and private markets
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Head to head: All eyes on AI
After a very volatile start to the year, two managers discuss outlook for the tech market
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Quilter Cheviot and Quilter WealthSelect MPS added to AJ Bell
Quilter Cheviot MPS now available on 16 adviser platforms
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Neil Woodford to launch investment strategy platform
Woodford resurfaced last year following the collapse of the Woodford Equity Income fund in 2019
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PEOPLE MOVES: FCA, Quilter Cheviot, Aviva Investors, Allianz GI
Regulator appoints CEO for a second term
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Majority of advisers interested in specialist IHT support
Only half (52%) believe their firm is ‘very experienced’ in IHT planning
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Nine in 10 advisers involve clients’ family in ‘great wealth transfer’ planning
Research by Quilter Cheviot and the Lang Cat