Are we entering a new age for investor communications?
As FCA research highlights how customer communications are not meeting needs
PEOPLE MOVES: Quilter, HSBC, Close Brothers
Wealth manager hires academy director while asset manager makes two senior hires
Investment manager and solutions provider make MPS available to all UK advisers
Offering hybrid and sustainability-focused portfolios
A fifth of IFAs plan to overhaul their tech stack in the next 12 months
With one in seven having switched cashflow modelling tools in the last year
IHT receipts reach £3.2bn
A £300m increase compared to the same period last year