Advised platform net sales hit all-time low
As outflows rise to their highest quarterly level
News
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Quilter rolls out client communications guide for advisers
Consumer Duty is clear about how providers should be supporting customers in their decision-making process
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Wealth manager partners with non-executive director network
To provide education and support on a range of areas including savings, investments and retirement planning
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Staying relevant as cash rates rise
As rapidly increasing inflation makes investments more volatile
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Global wealth set to reach $629trn by 2027
But total net private wealth fell by $11.3trn at the end of last year
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Number of women in financial services steadily declining
Companies ‘should pay heed to wider societal trends’
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International family office CEO steps down
He has been in the role since 2019
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21% of young Brits get investment tips from Instagram
No one over 55 uses the social media platform for ideas for their portfolio
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China trust company reportedly skips payment
It failed to make payments on its wealth management products, according to reports
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UK digital bank to enter pensions market
After recently launching an investments and wealth arm
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Later life adviser platform rolls out annuity referral system
It is ‘vital that advisers have a wide range of solutions for their clients’
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Over 3 million Brits fell victim to a financial scam in last year
Total of £17bn lost to fraudsters