Advice proposals are ‘progressive change’ – Industry reacts to FCA announcement
Which seeks to help more people make informed investment and pension decisions
Wealth Wizards
-
-
How ongoing suitability review costs are plaguing advice firms
Companies are considering strategies to manage their lower-value clients
-
PEOPLE MOVES: Wealth Wizards, Janus Henderson, Indosuez WM
Advice tech firm names CEO, as asset manager makes c-suite change
-
Fintech firm unveils financial wellbeing solution
To help advice clients achieve goals such as saving for retirement
-
PEOPLE MOVES: Wealth Wizards, Sanlam UK, JO Hambro
Digital advice company makes c-suite changes, as CEO departs from wealth firm
-
The role of digital trust in wealth management
As we emerge from the global health crisis, how can advisers increase trust with their clients?
-
UK life insurer acquires fintech business
Deal will bolster its range of support services for financial advisers
-
IFA tech provider unveils covid-19 financial toolkit
As Scottish financial planning firm launches free pension review service
-
IFA tech provider unveils retirement living standards tool
It can be white-labelled by financial institutions and is also available to the general public
-
What’s next for the DB pension transfers?
As market has a lack of high-quality, affordable financial advisers
-
UK firm to unveil ‘abridged’ advice pension transfer tool
It follows an FCA consultation which looked at changing how advisers assess clients’ circumstances
-
PEOPLE MOVES: NAB, Wealth Wizards, Nedbank Private Wealth
Former RBS chief moves to Australian bank, while digital advice firm makes C-suite hire