1 in 30 HNW individuals relying 100% on their homes to fund retirement
As house prices and trends in the overall housing market raises concerns about retirement plans
United Kingdom
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People Moves: SJP, HSBC, Quilter Cheviot
Investment manager hires chief investment officer, as wealth manager makes five hires
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Quilter increases withdrawal amount on platform as part of upgrades
As well as giving advisers the ability to co-brand
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Dynamic Planner integrates system with CURO
Allowing all client information and valuation data to automatically pull through to different processes
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75% of advised Brits have higher quality of life, report reveals
With almost one in two saying their mental health benefitted from financial planning
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Orbis Investments: Advisers not prepared for changing investment landscape
More volatile inflation could break the trends that have boosted growth and passive strategies
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Gender pension gap set to widen as men have double retirement pot
Nearly half (44%) of women aged 45 plus say they have insufficient retirement funds
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Royal London makes senior hire as it eyes up private markets
Who was previously chief investment officer of private and alternative assets at M&G
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Investors increasingly turning to advisers when making investment decisions
As their risk appetite for investing increases
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UK wealth manager makes double acquisition
Adding £220m in assets under management
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FCA bans adviser for failures in advice given to BSPS members
With the FSCS paying out over £8.4m in compensation to customers
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Fortune favours the bold
Cautious multi-asset funds have been hit by outflows so far this year, says Square Mile Research’s Charlie McCann