44% of Gen-Zs believe social media provides worthy financial advice
Should the advisory industry utilise social media to educate Gen-Z investors?
The Fry Group
-
-
Should investors be moving into the world of passion assets?
As investments in wine, classic cars and luxury handbags continue to increase
-
What advisers need to know about being acquired by a PE-backed firm
It is ‘critical to find a synergy’ between both companies
-
Should Brits stop turning their back on annuities?
Despite increasing interest, they do remain a ‘niche product’
-
Are Brits too reliant on inheritance for their retirement plans?
Clients may have a ‘dangerous strategy’ in place
-
Former The Fry Group financial planner sets up UK firm
To help clients make ‘wise investment decisions and minimise tax liabilities’
-
Why is inheritance still a taboo subject for advice clients?
As 40% of HNWIs do not have a formal inheritance plan
-
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
-
Financial planning firm completes acquisition of The Fry Group
‘We want to become the global platform for British people’, CEO tells IA exclusively
-
Will the ‘golden pension scheme’ help expats retire in the UAE?
Clients usually have to ‘weigh up complex and often fee-laden solutions’ to plan for later life
-
UK financial planning firm buys The Fry Group
Deal increases its assets under management to more than £5.5bn
-
The Fry Group buys tax advice company
To bolster its professional services operation