PFS and CII launch ESG course for advisers
It will count for 12 hours of CPD
Industry
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Rishi Sunak to reportedly scrap inheritance tax
As the Conservative Party looks to entice voters ahead of the general election
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UK-based advice firm fails
FSCS has received six claims against the company
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Should advisers see AI as a threat to their business?
‘Essential to maintain a balance’
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Are we entering a new age for investor communications?
As FCA research highlights how customer communications are not meeting needs
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PEOPLE MOVES: Quilter, HSBC, Close Brothers
Wealth manager hires academy director while asset manager makes two senior hires
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Investment manager and solutions provider make MPS available to all UK advisers
Offering hybrid and sustainability-focused portfolios
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A fifth of IFAs plan to overhaul their tech stack in the next 12 months
With one in seven having switched cashflow modelling tools in the last year
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IHT receipts reach £3.2bn
A £300m increase compared to the same period last year
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Wealth managers urged to meet women clients priorities in MENA region
With women increasingly influencing family office in the region
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Adviser network partners with regtech provider to better assess vulnerable clients
Enabling advisers to successfully identify vulnerable client characteristics
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FE fundinfo acquires French-based firm
Who will power FE fundinfo’s managed fee and distribution channel management service