What do advisers need to know about convertible bonds?
They tend to be more highly correlated with equities and high yield bonds
News
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10 firms hit with restrictions as FCA continues AR crackdown
Appointed representatives accounted for more than half of the total value of recent claims to the FSCS
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Wealth Club teams up with Seccl to launch investment range
Portfolio will soon be available via the investment service’s Sipp
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ICapital rolls out alternative investments platform
It is a ‘new era’ of access for advisers and wealth managers
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UK-based digital wealth platform sold to global fintech firm
Acquirer sees a growing demand from companies to ‘modernise their legacy point solutions’
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Quilter Cheviot to offer greenwashing training for advisers
It will be the first in a series of sessions from the firm’s responsible investment team
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Directors charged with fraud over Costa Rica plantation investment scheme
‘Abrupt collapse’ of company saw around 3,500 UK investors lose £70m
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Canaccord Genuity MBO falls through after offer expires
Regulatory snag was not overcome in time
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21% of clients think advisers don’t understand their behavioural biases
But they should be taken into account as part of the much-anticipated Consumer Duty rules
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Global insurance group acquires Canadian investment firm
To bolster its wealth management offering in the country
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IA launches Best Practice Adviser Awards 2023
Firms will have until 15 September to enter submissions
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Less than half of UK children have been financially educated
Money and Pensions Service announces goal to teach two million more young Brits about money by 2030