Market turbulence tests investors’ nerves and advisers’ messaging
Financial planners and wealth managers explain how they have managed to reassure investors over the past few weeks
Saltus
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Two-thirds of advice firms plan to invest more in AI
Biggest opportunities are in simplifying the advice process, enhancing compliance efforts and improving marketing and lead generation
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Tavistock to sell two business arms to fund ‘potential future acquisitions’ and buy back shares
Some 30% of shareholders have already voted in favour of the sale to Saltus
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PEOPLE MOVES: Fiduciary Trust International, Saltus, Evelyn Partners, Quilter
Franklin Templeton subsidiary makes a senior hire
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London-based IFA firm joins Saltus Partnership Programme
To allow the firm to grow and develop its client offerings
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1 in 30 HNW individuals relying 100% on their homes to fund retirement
As house prices and trends in the overall housing market raises concerns about retirement plans
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Saltus launches partnership programme for financial planning firms
It is aimed at advisers that ‘want to maximise value and maintain control of their own destiny’
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28% of HNW Brits have no measures in place to address IHT
Many more people will be impacted by inheritance tax in the future
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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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High net worth Brits cut back on pension savings
Wealth manager says this is due to short-term mortgage pressure
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67% of HNW Brits have been a victim of financial crime
On average, scam victims lost around £9,000
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PEOPLE MOVES: CII, Saltus, Ocorian
COO to step down from professional body, as wealth firm makes c-suite change