Five ways Consumer Duty will impact advisers and investment managers
Adviser community has always ‘adapted to new ways of working’
Regions
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What can the advice industry do to fill the talent gap?
There could be ‘shortage of advisers in the coming years’ as 76% set to exit sector within a decade
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Belgium to stop sharing data on ‘accidental’ Americans to IRS
‘It is important that these violations of fundamental rights of European citizens are stopped’
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12% fall in pension transfer activity
It has decreased to its lowest level in nine months
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Quilter cuts platform fees and unveils tiered adviser structure
Company also makes changes to cash management
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PEOPLE MOVES: Vontobel, Lazard AM, Progeny
CEO to leave financial services giant, while chief executive of Middle East steps down from asset manager
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EU proposes regulatory changes to ‘protect and empower’ retail investors
It confirms inducement ban will be for ‘execution-only’ sales
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Just 17% of Brits believe finance industry is supportive on vulnerability
Advisers say they need more help from providers on this issue
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Raymond James unveils wealth hub in Fulham
Company has hired two ex-Killik & Co investment managers to run the operation
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What issues are advice clients most concerned about?
They are ‘not immune to the financial anxieties sweeping through the rest of the population’
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What advisers need to know about M&A deals in wealth management
Many buyers have ‘healthy cash reserves’
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UK interest in ESG investment falls
Maximising returns now prioritised over choosing sustainable funds