Robbie is a former editor for International Adviser, covering global news stories about the financial services industry. He joined Last Word Media in October 2018 after nearly two years working at a group of private banking publications, firstly as a reporter then as assistant editor.
FCA sends advisers second DB transfer survey in five months
Speculation UK watchdog is looking to remove permissions from firms not active in the market
Nearly 40% of PFS members hit by reduction in new clients
Covid has forced firms to use ‘digital channels’ and ‘existing client base’ to develop relationships
Brits reluctance to pay for advice sparks ‘critical challenge’
Just 12% are in favour of ongoing fees with most opting for a one-off structure
UK fund distributor launches bond to finance IFA acquisitions
Firm wants to buy ‘high growth’ advice companies and fund management businesses
Best Practice | 17 Nov 20
Rise in out-of-hours client contact for IFAs amid covid-19
Pandemic has sparked Brits to focus more on portfolios, wealth transfer and estate planning