Analysis: The big opportunity overlooked by IFAs
The pension investing habit is spreading in the UK, but there remains one significant blot on the landscape – a dramatic slump in the numbers of self-employed paying in to a plan.
The pension investing habit is spreading in the UK, but there remains one significant blot on the landscape – a dramatic slump in the numbers of self-employed paying in to a plan.
Guardian Wealth Management has launched its first office in the United States, based in Miami, as part of its global expansion programme.
A doctor from the south-west of England has been accused of trying to kill a Brown Shipley IFA and bombarding him with malicious messages.
A taskforce to examine how the £8trn ($10.6trn, €9.1trn) UK asset management business can beat the Brexit blues will be set up by the Treasury, City minister Stephen Barclay has revealed.
The UK financial watchdog has strongly criticised defined benefit (DB) pension transfer advice saying that most of the recommendations made are unsuitable.
Nutmeg, the online investment manager, saw losses rise to £9.3m ($12.5m, €10.5m) last year despite a surge in customer numbers.
Investment research firm FE Analytics has launched a service to help IFAs meet suitability requirements and deliver consistent investment advice.
A drive toward transparency in the platform market will narrow the gap between big retail players and the institutional market, Multrees Investor Services chief executive officer Chris Fisher predicts.
UK companies that fail to stop employees and agents from facilitating tax evasion, both at home and overseas, will become criminally liable from Saturday.
Not enough is being done to attract new recruits to the UK financial advice sector, despite increasing optimism that the industry will continue to grow, Prudential has found.
After ceasing all regulated activity in the UK earlier this year, Holborn Assets has been given the greenlight from the Financial Conduct Authority to resume operations and advise on defined benefit (DB) pension transfers.
Britain’s Financial Ombudsman Service (FOS) has found in favour of a former client of PFP Wealth Management after funds it chose for his pension slumped nearly 50% in the first year.