Why I became a financial adviser…
Jade Rose was previously in the fashion industry before joining Kingswood
Industry
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Quilter Cheviot unveils financial planning operation for int’l clients
Customers will be serviced out of its Jersey office
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Cost-of-living crisis is increasing ‘financial secrecy’ in families
20% of UK adults are hiding their finances from their loved ones
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Insurance provider rolls out platform offering PII for advisers
To empower firms to better evidence their individual risk resulting in fair and stable premiums
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Brits continue to flock to alternative investments
As they look to diversify their portfolio, beat inflation and generate wealth in the long-term
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Have interest rates impacted M&A deals in the advice market?
Financial services sector ‘has long been a hotbed of M&A activity’
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UK advice firm snaps up financial planning business
Following the retirement of the acquired firm’s managing director
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Support services provider rolls out single dashboard adviser software
It is designed to help advice firms run their business from one dashboard
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Just under half of Brits believe the possibility of retiring early is low
As only 37% of 18-65-year olds feel confident about planning for their later life
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Should advice firms in Hong Kong and Singapore adopt a fee-based model?
One big issue is that the markets are ‘fragmented’
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IFAs raise concerns over proposed changes to pension death benefits tax rules
73% believe that they should be postponed until after the next election
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Invesco to close its global targeted return strategy
In a bid to simplify its multi-asset range