How can advice firms stay afloat during covid-19 pandemic?
Many were already under pressure and should trim budgets that are no longer appropriate
Sandringham
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How to help clients near retirement as covid-19 spreads
If advisers haven’t reduced exposure to risk and volatility then the ‘horse has bolted’
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UK advisory firm rolls out buyout programme
Designed for advisers looking to retire and avoid a mass asset migration for their clients
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UK lifeboat scheme levy model a ‘broken system’
As economic secretary to the Treasury passes the buck to the regulators for action
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SMCR burden to hit solo-regulated advice firms hardest
As freeze on FCA register updates means they will likely need to self-report their status
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Is charging initial advice fees bad for the industry?
One firm argues it fuels a culture of ‘complacency and inefficiency’ – but not everyone agrees
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The value of whistleblowers to the UK financial advice sector
Limited resources mean there is a need for advisers to speak out – but it can be seen as a ‘fruitless exercise’
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Is Prudential’s new advice partnership a case of Déjà vu?
Life insurer gives advisers chance to ‘build their own business’
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Are advisers listening to their clients?
Firms from Singapore, UAE, Europe and the UK weigh in on the debate
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Advice firm ‘evolves’ from restricted to independent model
UK-based Sandringham is switching from a restricted model to an independent one and is on the hunt for the right type of IFAs as it looks to nearly double its adviser numbers before the end of the year, chief executive Tim Sargisson told International Adviser.
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PEOPLE MOVES: Standard Life Aberdeen, Aviva Investors, HSBC
Investment giant Standard Life Aberdeen has hired a director for its onshore China business, while HSBC Private Banking has appointed a head of funds and Etfs and Aviva Investors has added a head of multi-asset products.