Credit Agricole subsidiary to buy majority stake in European wealth firm
Acquired business has €71bn in client assets
Retail investment advice revenues increase by 3%
As firms pay £166m in professional indemnity premiums
What advisers need to understand about risk
It is ‘a challenge to be reckoned with’
IFA market set for mass client switching due to wealth transfer
Just 48% of inheriting Brits have a relationship with an adviser used by family members
28% of HNW Brits have no measures in place to address IHT
Many more people will be impacted by inheritance tax in the future