Over 3,500 DB advice clients receive letter about compensation
Market is ‘particularly susceptible to consumer harm’ and improving it is ‘a key area of focus’ for FCA
UK Adviser
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IFA company buys Yorkshire financial planning firm
Acquired business will become part of the group’s newly created remote advice arm
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CII proposes to revamp membership model
But PFS ‘regrets’ lack of engagement in professional body’s consultation drafting process
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Should investors increase risk levels in multi-asset portfolios?
As expected lower returns for equity and bond markets will have knock-on effect
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Soft skills crucial to meet intergenerational planning demands
‘Ability of the adviser to address and tackle the core issues of vulnerable clients and family disputes will be vital’
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Investors turn back on UK equities for growth and tech funds
Lack of retail interest in asset class ‘is interesting as it goes against’ the institutional market
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UK wealth manager partners with real estate trade body
To provide members with financial planning, investment management and tax planning services
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Trade body unveils adviser guide to bolster DIM relationships
It is ‘important each party understands the structure of the arrangements they set up’
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UK wealth manager unveils sustainable MPS range
Annual management charge will be 0.2% with OCF capped at 0.75%
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UK banking group eyes £100bn pension and investment arm
It also plans to launch a robo-adviser and bolster its Sipp operation
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Past performance is passé when it comes to multi asset funds
So what should advisers be looking at when it comes to selection? [Hint: it isn’t cost]
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Financial planning firm acquires Sussex advice business
It is the company’s sixth deal in past four years