Rise in demand for holding ESG investments in onshore bonds
Recent changes ‘turning the spotlight on how onshore bonds can deliver tax-efficient investment growth’
News
-
-
FCA bans two advisers over dishonest pension transfer advice
With the FSCS paying over £19m to former customers
-
Quilter Cheviot unveils financial planning operation for int’l clients
Customers will be serviced out of its Jersey office
-
Cost-of-living crisis is increasing ‘financial secrecy’ in families
20% of UK adults are hiding their finances from their loved ones
-
Insurance provider rolls out platform offering PII for advisers
To empower firms to better evidence their individual risk resulting in fair and stable premiums
-
Brits continue to flock to alternative investments
As they look to diversify their portfolio, beat inflation and generate wealth in the long-term
-
Have interest rates impacted M&A deals in the advice market?
Financial services sector ‘has long been a hotbed of M&A activity’
-
UK advice firm snaps up financial planning business
Following the retirement of the acquired firm’s managing director
-
Support services provider rolls out single dashboard adviser software
It is designed to help advice firms run their business from one dashboard
-
Just under half of Brits believe the possibility of retiring early is low
As only 37% of 18-65-year olds feel confident about planning for their later life
-
PFS creates panel to set standards around sustainable financial advice
It will give advice on climate change and sustainability goals
-
Should advice firms in Hong Kong and Singapore adopt a fee-based model?
One big issue is that the markets are ‘fragmented’