Should financial advisers use fewer platforms?
As 59% say that is one of their long-term aims
As 59% say that is one of their long-term aims
As only 37% understand compound interest
UK regulator names joint executive directors of enforcement and market oversight
Company ‘will ensure that clients will not suffer financial loss’ if personal data held by the firm is misused
Clients may need to rethink their financial plans for later life
UK advice network makes c-suite changes, while investment firm hires CEO for Czech Republic
Default frameworks will not provide the flexibility retirees want and need
It is the company’s first acquisition under Aviva ownership
But just 24% of cases were upheld in H1 2022, Ombudsman data shows
Wealth firm names MD of financial planning, as global advice group hires managing partner
As the insurance giant looks to significantly grow its presence in the UK advice market
Asset manager makes c-suite change, as insurance giant names managing director of wealth and advice