High net worth individuals fear lack of financial knowhow
Advisers ‘can play a critical role’ in a bid to help educate clients
Quilter
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‘Opportunity’ for advice firms to offer repatriation services
Covid sparked a rise in number of people looking to ‘simplify’ affairs before returning to UK
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What will 2021 hold for the financial advice sector?
Industry players give their predictions on ESG, regulation, technology and tax
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PEOPLE MOVES: Quilter, SJP, Axa Investment Managers
Financial services giant appoints managing directors of advice, as wealth manager names chairman
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UK publishes data standards for pensions dashboard
It will ‘revolutionise how people keep track of retirement savings’
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Covid sparks savings drop for over 50% of UAE residents
Just 15% said that the pandemic had not changed how much they put aside
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Quilter International under strategic review
But ‘no certainty that any potential transaction will be concluded’
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Partial win for Quilter in legal case against former adviser
But judge rules restrictive covenants were excessive and not enforceable
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Is a wealth tax the solution to rising UK debt?
Predicted deficit expected to hit 19% of GDP – the highest peacetime figure on record
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Quilter dismisses deferred payment delay reports
It is ‘not due until the assets under advice is agreed’
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Just 8% of Brits received financial advice
But number of advisers slowly increasing
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Virtual Wills: friend or foe?
A welcome solution in a pandemic that could turn sour down the line