Parmenion integrates data tools to improve adviser reporting
Fastrak and FINIO will give advisers access to data about their clients’ investments
Industry
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Progeny acquires Nottingham-based wealth manager
Taking the firm’s assets under management to £8bn
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Four-fifths of DB pension trustees expected to approach insurer in next five years
With 36% expected to approach one within the next year
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PEOPLE MOVES: Benchmark, Aviva Investors, Schroders PW
Advice business announces CEO change, as asset manager names head of global wealth for UK
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Credit Agricole subsidiary to buy majority stake in European wealth firm
Acquired business has €71bn in client assets
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Retail investment advice revenues increase by 3%
As firms pay £166m in professional indemnity premiums
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What advisers need to understand about risk
It is ‘a challenge to be reckoned with’
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IFA market set for mass client switching due to wealth transfer
Just 48% of inheriting Brits have a relationship with an adviser used by family members
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28% of HNW Brits have no measures in place to address IHT
Many more people will be impacted by inheritance tax in the future
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Axa boosts European health operation with €650m acquisition
Insurance giant aims to grow its footprint across the continent
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FCA halts plans for simplified advice following ‘limited’ industry support
As regulator pushes on with review into advice/guidance boundary
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EQ Investors rolls out sustainability toolkit for advisers
It will help IFAs identify clients’ sustainability preferences