Why is inheritance still a taboo subject for advice clients?
As 40% of HNWIs do not have a formal inheritance plan
Progeny
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Will lack of adviser ESG training spark a mis-selling scandal?
Confusing terminology, no standardised reporting frameworks and greenwashing all could pose a problem
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Is financial advice too expensive – and just for the wealthy?
IA spoke with a number of firms to discuss cost, education, advice-guidance boundaries and value for money
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What can the advice industry do to fill the talent gap?
There could be ‘shortage of advisers in the coming years’ as 76% set to exit sector within a decade
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PEOPLE MOVES: Vontobel, Lazard AM, Progeny
CEO to leave financial services giant, while chief executive of Middle East steps down from asset manager
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Why has Scotland become an attractive hub for advice firms?
It is ‘often the obvious next move’ for companies looking to expand
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PEOPLE MOVES: Schroders, Novia Financial, Man Group
Asset manager names global head of wealth management, as platform makes c-suite change
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Is greenwashing a big problem for the financial advice market?
As HNWs admit scepticism and mistrust are preventing them from investing in green and social impact funds
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Financial planning firm completes acquisition of The Fry Group
‘We want to become the global platform for British people’, CEO tells IA exclusively
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PEOPLE MOVES: Tenet, Progeny, Nedgroup Investments
Advice network appoints CEO, as financial planning group names UK managing director
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Progeny to acquire financial planning firm Gibbs Denley
A deal which will take AuM to more than £7.5bn
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PEOPLE MOVES: Octopus Investments, Progeny, Sigma Private Office
Investment firm makes CEO change, as financial planning group names head of academy