What can advisers do to retain next-gen clients?
‘Children quite often want to do things differently from their parents to forge their own path’
‘Children quite often want to do things differently from their parents to forge their own path’
Firm’s lawyer ‘surprised that the FCA chose not to include regulated Sipp providers and IFAs’ in the claim
IFAs with pension transfer permissions need to be more ‘proactive’ with acquirers about legacy cases
Insurance giant names chief executive of UK & Ireland, as wealth firm makes c-suite hire
Regime is leaving thousands of retired British expats under serious financial strain
Firms say ‘now is not the right time to combine the businesses’
It will ‘revolutionise how people keep track of retirement savings’
Deal adds around £120m to the group’s assets under management
Watchdog can ‘make better use’ of powers ‘to prosecute firms for criminal offences than it currently does’
As 82% expect to inherit substantial wealth over the next two decades
It will provide advisory, discretionary, alternatives and ESG investment solutions
It will offer international ‘distribution opportunities’ through the company’s IFA network