Seven out of ten Brits do not include digital legacy in their wills
As half of clients still have not connected a family member to their financial services
United Kingdom
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Brooks Macdonald to make 55 job cuts
Resulting in an annual staff reduction cost of £4m
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44% of Gen-Zs believe social media provides worthy financial advice
Should the advisory industry utilise social media to educate Gen-Z investors?
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Workplace pension scheme partners with BlackRock
Who will manage the scheme’s investment strategies through its platform ‘Aladdin’
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London-based IFA firm joins Saltus Partnership Programme
To allow the firm to grow and develop its client offerings
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The FCA’s 14-point action plan part 2: What you need to know
As financial advisers have a considerable part to play when it comes to making sure the requirements of Consumer Duty are met
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40% of DC savers don’t know if their pensions are invested responsibly
With 63% saying they would feel more engaged if their pensions were
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PEOPLE MOVES: CII Group, AJ Bell, UBS
A chief executive steps down as investment platform makes senior hire
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Evelyn Partners Sustainable MPS adds to two global equity fund positions
Swapping out Impax Environmental Markets Investment Trust for open-ended sister fund
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Hertford-based financial planner makes acquisition
Adding £40m to assets under management
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CII rolls out campaign to tackle industry talent gap
And address any misconceptions around insurance careers
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M&A specialist launches series to help advisers sell their business
It will run for six weeks and is free to attend