EQ Investors rolls out sustainability toolkit for advisers
It will help IFAs identify clients’ sustainability preferences
News
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Most IFAs feel their business is undervalued by potential acquirers
Retiring advisers ‘must proactively seek opportunities that align with the true worth of their company’
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CII to offer thousands of children virtual work experience
In a bid to raise awareness of careers in insurance and financial planning professions
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Financial planning firm snaps up IFA business
Deal ‘marks a significant step’ in the company’s five-year expansion plan
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UK government launches consultation on banning scam calls
Victims lost £750m in 2022-23 financial year to fraudulent investment schemes
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Countering client calls for cash comforts
‘There is a cost to not staying invested’
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FCA wins civil case against care home investment scheme
Victims invested around £57m
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PEOPLE MOVES: Bravura, Hoxton Capital Management, State Street
Tech firm names group CEO, as advice company hires commercial director
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‘Home loan’ IHT avoidance scheme escapes double tax charge
But scheme did fail to save any inheritance tax
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Evelyn Partners adds 10th firm to succession programme
Deal grows the wealth manager’s footprint across the UK
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How important is the role of a trustee in a family trust?
Wealthy families have relationships often as complex as their financial and business interests
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Advisers expect a drop in profitability due to Consumer Duty
Outsourcing ‘elements of the value chain can ease the heavy lifting’