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
Regions
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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
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Most IFAs feel their business is undervalued by potential acquirers
Retiring advisers ‘must proactively seek opportunities that align with the true worth of their company’
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Financial planning firm snaps up IFA business
Deal ‘marks a significant step’ in the company’s five-year expansion plan
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Countering client calls for cash comforts
‘There is a cost to not staying invested’
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FCA wins civil case against care home investment scheme
Victims invested around £57m
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PEOPLE MOVES: Bravura, Hoxton Capital Management, State Street
Tech firm names group CEO, as advice company hires commercial director
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‘Home loan’ IHT avoidance scheme escapes double tax charge
But scheme did fail to save any inheritance tax
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Evelyn Partners adds 10th firm to succession programme
Deal grows the wealth manager’s footprint across the UK