IA Interview – Will Goodhart – CEO of CFA UK
Chief executive of the professional body discusses a range of topics including the rise of ESG training
United Kingdom
-
-
Are IFAs too fixated on clients in retirement rather than next gen?
It is ‘natural’ for advisers to focus on older customers
-
£1m investment fraudster jailed for over eight years
‘He is a cruel and deceptive man who will now face the consequences of his choices’
-
Ravenscroft to roll out higher income fund
It will be available in Guernsey, Jersey and the Isle of Man
-
Pension dashboard provider sets up in the UK
Company already operates in South Africa and Namibia
-
UK regulator places restrictions on wealth manager
As the FCA says the firm is ‘putting consumers at risk’
-
IFA firm makes second acquisition of 2023
Company is keen to buy the businesses of advisers planning to retire
-
8% fall in AuA at Utmost Group
Insurer says this was due to ‘adverse market movements’
-
PEOPLE MOVES: Fecif, Candriam, Kingswood
European professional body elects chair, as multi-asset manager makes c-suite change
-
Just 44% of Brits understand inflation impact on savings
As only 37% understand compound interest
-
17 UK firms failed between February and March 2023
This includes financial advice and wealth management businesses
-
UK wealth manager buys financial planning business for £15m
Deal adds over £635m in assets under advice and administration