Outsourcing drives wealth management growth but clients pull cash
Discretionary wealth management market stood at £1.1trn at the end of last year, up 11% year-on-year
Consumer Duty
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Consumer Duty: Wealth managers must do more to protect vulnerable customers
While progress has been made, many wealth managers must do more to protect customers, writes Natasha Bridgewater’s Simplify Consulting
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Sparrows Capital’s Yariv Haim: Our mantra is ‘client-first’
In this Q&A, the CEO discusses the importance of providing jargon-free communication and putting clients first and company second
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Advisers’ platform priorities unmoved by Consumer Duty
Almost identical to previous years
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Jump in FOS complaints to 141k is ‘an unnerving trend’
49% higher than the same period the year before
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Advice will need to be more holistic than ever
Dynamic Planner’s Chris Jones argues for a clear delineation and step up from targeted support to advice
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In a volatile world, diversification must go beyond 60/40
There is a growing consensus that a portfolio split between public equities and bonds is no longer enough in today’s markets
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IFA M&A boom expected to continue
Underpinned by regulatory pressures and retirements
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PFS consolidates tools to help advisers with Consumer Duty
Regulatory environment is ‘characterised by heightened scrutiny and challenge’
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Diversification: The cornerstone of resilient multi-asset portfolios
Building a resilient multi-asset portfolio requires looking beyond simple allocations, writes Aviva Investors’ Smera Ashraf
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Evelyn Partners to put on MPS roadshow for advisers
Seven stops spread around the country taking place in May and June this year
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Analysis: Are fortunes improving for multi-asset funds?
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