67% of women aged 41-55 believe they will never retire
As 41% of Brits say finances are impacting their mental wellbeing
United Kingdom
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Julius Baer opens new office with three new hires
All three hires have joined from UBS
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State Pensions on track for second-largest ever Triple Lock increase
As inflation holds at 6.7%
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Three firms declared in default
With claims being made in relation to investment advice and life insurance
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St James’s Place to overhaul charging structures amid ‘robust’ quarterly results
Changes will reduce the firm’s underlying cash result ‘over the next few years’
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Foster Denovo set to make another acquisition this year, CEO reveals
Following strong 2022 results bolstered by its acquisition strategy
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Advisers proactively asking clients about future care requirements
As 76% of over 45s say they have not thought about care
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Defaqto reveals most recommended MPS by advisers
While Brewin Dolphin, Brooks Macdonald and Quilter products make the top 10
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Evelyn Partners Core MPS team increases government bond exposure
Shift will result in a decrease in corporate bonds and alternative assets
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Quilter launches app hub within platform
Allows advisers to access real-time data and streamline processes
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Woodford investors granted single vote on Link redress scheme
No separate vote for retail and institutional investors
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Schroders rolls out alternatives fund to MPS clients
Fund provides investors with access to assets not directly available on UK retail platforms