IFA M&A boom expected to continue
Underpinned by regulatory pressures and retirements
Underpinned by regulatory pressures and retirements
Regulatory environment is ‘characterised by heightened scrutiny and challenge’
Building a resilient multi-asset portfolio requires looking beyond simple allocations, writes Aviva Investors’ Smera Ashraf
Seven stops spread around the country taking place in May and June this year
As interest in the mag seven and MPS wobbles, and tax changes are introduced, many believe now is the time for multi-asset funds to shine
Oxford Risk’s Greg B Davies looks at the importance of having a robust process for monitoring vulnerable clients
Provision of financial advice is already being impacted by AI
Assists in demonstrating fair value and client suitability
Tackles the ‘massive problem’ of siloed data across multiple systems
Advisers and clients agree that ‘accessibility is paramount’
Regulator likely to focus on three key areas, writes Sparrows Capital’s David Ogden
Advisers would exclude a platform from their shortlist if it had a ‘B minus’ financial strength rating or lower