Tech-embracing advice firms generate 54% more revenue
Technology is the ‘make-or-break’ factor for companies in the industry
United Kingdom
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FSCS investigating Portuguese advice firm with links to Sipp providers
Lifeboat scheme also announced two companies have failed
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£4m investment fraudster jailed for seven years
Victims were promised returns in regions of 9-12%
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Young Brits think more long-term about dating than investing
FCA wants investors to ‘re-think their approach’ to the financial markets
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Octopus Group launches financial coaching and advice operation
It will invest £50m to grow the newly-created business
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Advised platform net sales down 49% year-on-year
‘All the same headwinds that faced investors last year remain’
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Two brothers convicted for taking £750,000 out of failed investment firm
They ‘masqueraded’ as an authorised company to ‘defraud consumers’
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Inheritance tax receipts raise £600m in one month
UK government’s ‘proverbial golden goose looks set to continue to deliver’
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Abrdn to revamp adviser platform offering
Company said it is ‘committed to making things simple for advisers’
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Canada Life creates professional trustee service
In a bid to ‘relieve the onerous requirements for advisers and their clients’
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Fraudster found guilty of £70m Ponzi-style investment scam
Victims were offered returns of 60% per year
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Just 23% of IFAs offer DB pension transfer advice
‘It’s hard to predict what the position will be five years from now’