How should investors protect their portfolio?
Morningstar IM discusses what advice clients need to know about the financial markets
News
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One-in-five Brits regret not planning for retirement earlier
This rises to 27% for UK adults aged between 35 and 54
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LGT to bolster private banking footprint in Germany
It will open two offices in the country in 2024 following the launch of its operation in Hamburg last year
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Global financial wealth shrinks for first time in 15 years
But decline expected to be short-lived with a 5% rebound predicted
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EU-style wealth tax en route to the UK?
It might encourage a shift in how the wealthy Brits invest
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DB transfer values fall to lowest month-end level for 7 years
93% of cases raised at least one scam warning flag in May
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Navigator partners with Fullerton FM to roll out investment range in Singapore
Fund will officially be launched on 5 July
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19 million Brits over 50 will not consider annuities
Less than a third have or would contemplate buying one
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Another IFA banned from providing advice on pension transfers
FCA has also prohibited him from holding any senior management function in a regulated firm
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How UK advice clients should plan for a Labour government
Brits with savings can make decisions now to protect their wealth for the future
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Emotional support is a key reason for clients hiring financial advisers
Report also found 32% approached IFAs to get them to help with specific financial needs
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FCA carries out 30 investigations over British Steel DB transfer advice
Regulator is making final decisions on ‘what sanctions are appropriate where we have found misconduct’