The shoehorning ghost that could haunt consolidators
Rapid growth through acquisition boosts assets and revenues, but it could also heighten the risk that end clients are placed in unsuitable investments.
FCA
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FCA bans adviser in regard to DB pensions transfers
He had advised 422 customers, 183 were BSPS members
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IBOSS renames ‘Income’ MPS
Following a company review with advisers
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44% of Gen-Zs believe social media provides worthy financial advice
Should the advisory industry utilise social media to educate Gen-Z investors?
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The FCA’s 14-point action plan part 2: What you need to know
As financial advisers have a considerable part to play when it comes to making sure the requirements of Consumer Duty are met
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40% of DC savers don’t know if their pensions are invested responsibly
With 63% saying they would feel more engaged if their pensions were
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UK firm declared in default in regard to pension advice
With FSCS receiving 14 claims
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PEOPLE MOVES: FSCS, Quilter, Canaccord
Management business appoints co-chief investment officers as another firm hires interim chief executive
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Advisers must consider property wealth in light of Consumer Duty
As statistics show more UK personal wealth is accumulated in property than anything else outside private pensions
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House of Lords to investigate relationship between regulators and government
Following recent scrutiny of regulators including the FCA
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Worthstone partners with Collidr on sustainable MPS portfolios
Who will apply behavioural research and AI technology to screen and select suitable funds
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Three firms declared in default
With claims being made in relation to investment advice and life insurance