IHT receipts reach £4.6bn ahead of Autumn Statement announcement
As people eagerly wait to hear what is in store for the tax
News
-
-
Industry legend Bill Vasilieff dies aged 68
The founder of Novia Financial passed on 19 November suddenly and peacefully
-
US marketplace evolution: The new horizon for international wealth managers
As cross-border wealth management looks to be a standout area for expansion and innovation
-
When advisers question their platform, the answers better be good
As advisers expect the platforms they use to support them on securing good client outcomes
-
57% of inheritance advisers seen instances of financial abuse or suspected it
Including cases of lasting power of attorney coercion
-
Defaqto CEO Q&A: ‘AI provides a world of opportunity’
John Milliken says the advisory market should be more data-driven
-
PEOPLE MOVES: Aviva Investors, Evelyn Partners, GSB Capital
As investment manager makes six hires, another hires global head of sustainable investing
-
Two thirds of UK investors use AI for investment advice
But a blended approach between AI and human touch is still favoured
-
Advised platform outflows reach record high
Contributing to hardly any asset growth for advised platforms
-
AMPS announces new committee and opposes DWP levy proposals
As it proposes to increase the levy rates for schemes with less than 10,000 members
-
Wealth management sector paid out £3.8m in FCA fines this year
An FOI request by Oxford Risk has revealed
-
AI: Invisible or not…
As it is becoming increasingly used in the advice process