Quilter’s financial planning arm forges ahead with M&A plans
Firm says it believes in the advice sector and will continue to invest in it
Quilter
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FCA platform switching proposals fall flat with industry
In specie transfers, exit fees and share class conversion among the issues
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Brits unsure where to access financial advice
Lack of trust and understanding of the industry creating additional barriers
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Buyout adds to northern IFA firm’s powerhouse ambitions
As Quilter completes acquisition of Lighthouse to grow its 3,500 adviser network
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PEOPLE MOVES: Zurich, Quilter, Money and Pensions Service
Top appointment for the insurer and departure at Quilter’s Financial Adviser School
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Financial planning for different types of carers
The slides below feature financial tips for different categories of carers from Quilter’s tax and financial planning expert Rachael Griffin
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Quilter unveils formula assessing advisers’ value to clients
Highlights the benefits of being an advised investor to combat people not trusting the sector
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Solving the advice talent pool drought
Young people think working in financial services is ‘boring’
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UK wealth management firm rolls out direct-to-consumer app
Lighthouse clients will initially also have access to the app at least until its acquisition by Quilter is finalised
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Lasting power of attorney is a valuable financial ‘safety net’
Mental illness protections can be insurance against the risk posed by scammers
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PEOPLE MOVES: Strabens Hall, PineBridge Investments, Quilter
Offshore focus for Strabens, while Pinebridge hires CEO for Irish business
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Inheritance – one of the last ‘taboo’ topics
Only 24% of UK parents have openly discussed planning matters with their children