Financial services firm joins Quilter Select Protection Panel
Granting them access to 3,000 advisers in Quilter’s advice network
Quilter
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FCA bids to boost diversity and inclusion in financial services
As it also sets out rules to prevent bullying and sexual harassment in the industry
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Rishi Sunak to reportedly scrap inheritance tax
As the Conservative Party looks to entice voters ahead of the general election
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PEOPLE MOVES: Quilter, HSBC, Close Brothers
Wealth manager hires academy director while asset manager makes two senior hires
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IHT receipts reach £3.2bn
A £300m increase compared to the same period last year
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UK taxman collects £2.6bn from IHT receipts in 3 months
Bereaved families are ‘increasingly filling government coffers’ due to frozen thresholds.
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Advised platform net sales hit all-time low
As outflows rise to their highest quarterly level
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Quilter rolls out client communications guide for advisers
Consumer Duty is clear about how providers should be supporting customers in their decision-making process
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Quilter Cheviot eyes ‘bolt-on acquisitions’
And also wants to expand its advice operation internationally
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UK wealth manager launches franchise-style model
It will complement the existing business
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PEOPLE MOVES: Bravura, Hoxton Capital Management, State Street
Tech firm names group CEO, as advice company hires commercial director
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Advisers expect a drop in profitability due to Consumer Duty
Outsourcing ‘elements of the value chain can ease the heavy lifting’