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According to Philip Story, senior executive officer and head of distribution EMEA at Investors Trust Assurance, while staggering, this sort of statistic provides advisers and insurers with a great deal of opportunity.
“Making sure the advice gap is filled as best we can is crucial to ensure people get to retirement with the money they want,” he said.
Associate director added to London financial planning team
New product framework for CCIs, including investment trusts, aims to simplify information for retail investors
Allegations of fraud and money laundering
Cheshire-based Efinity Wealth among the new appointed representatives
The Consumer Price Index rose yet again in November as fuel costs increased, making an interest rate cut unlikely
Just a third of active funds outperform passive across a decade
