Wealth managers lack strategies to assess client investment profiles
As 67% admit they mainly rely on their own intuition
News
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‘Watershed moment’ as FCA eyes simplified advice regime
In a bid to provide mass market consumers with greater access to services
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UK retirees suffer £210m state pension shortfall
DWP identified nearly 32,000 instances where it underpaid pensioners since January 2021
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Just 26% of advisers have wealth transfer strategy
Next-gen clients being ignored as IFAs focus on older, wealthier investors
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Kingswood targets UK-like acquisition spree in Ireland
But firm ‘not actively thinking about’ passporting opportunities across the EU
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‘Great disappointment’ as Macron backtracks on US Fatca talks
Mere days after confirming he would have raised the issue with president Biden
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PEOPLE MOVES: Atlantic House, LGT, Fidelity
Investment firm names head of distribution, while wealth manager bolsters Middle East client services team
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Another IFA firm goes bust in the UK
A claim relating to a Sipp has already been filed with the FSCS
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FCA urges prompt action from British Steel PI insurers
To ensure the redress scheme ‘runs as smoothly as possible’
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Asset manager gets approval for mutual fund business in China
Following in the footsteps of BlackRock
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Macron pledges to discuss Fatca with Biden
Accidental Americans hope the US president ‘will recognise the gravity of the problem’
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UK financial services firms merge
Both businesses have wealth management and financial advice offerings