Look, but don’t touch: Do investment apps encourage money movement?
SJP’s Wiggins: ‘Much like we might limit our child’s screen time, most investors should do the same with their investment apps’
benchmark
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Schroders and Benchmark launch adviser guides on great wealth transfer and female financial planning
The firm found 63% of advisers concerned about wealth transfer
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Concern for regulation drops in year following Consumer Duty
Increased concern over retaining existing clients and technology
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CCLA’s Browne on mental health: Awareness is increasing but the gap is widening
The stewardship lead speaks to our sister title Portfolio Adviser following the firm’s third iteration of its UK mental health benchmark