Advisers eyeing rising Business Relief demand as IHT squeeze nears
Research carried out on behalf of asset manager Downing
Wealth Management
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Women continue to lag behind men in financial education, confidence and literacy
Handelsbanken Wealth & Asset Management study reveals traditional gender roles remain stubbornly in place
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Abrdn renames amid business simplification, slows outflows to £1.1bn
interactive investor growth helps to buoy results
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Brooks Macdonald International sale completes
Sale to Canaccord Genuity allows Brooks to focus on growing its core UK business ‘organically and through targeted M&A’
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Brown Shipley: British HNWs investing more in markets and less in property
Survey of 4,000 high-net-worth UK adults found that 35% attribute their wealth to investment performance
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FCA to widen wealth manager and retail access to bonds
Proposals aim to reduce costs and barriers for companies raising capital, while improving opportunities for retail investors
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PIMCO builds out wealth management team with RLAM and Quilter hires
Paul Keogh and Oliver Van Nairn join PIMCO’s global wealth management team
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What should wealth firms expect in 2025?
Simplify Consulting’s Carl Woodward on the impact of NI increases, regulation and Consumer Duty on the wealth and advice industry next year
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PwC: 81% of wealth managers are eyeing up consolidation or M&A
There is an ‘urgent need’ for firms to adopt ‘transformational’ new technology, and consolidation is the fastest route
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Fulcrum to launch private markets LTAF
LTAF to be offered with a flat fee launching 29 November
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Simplify: How wealth firms can improve vulnerable client strategies
Firms are not doing enough to support customers with vulnerabilities, writes Jayne Brown
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Canaccord Genuity completes acquisition of Cantab Asset Management
Investment professionals and support staff at Cantab will keep existing roles