Just 26% of advisers have wealth transfer strategy

Companies | 30 Nov 22

Next-gen clients being ignored as IFAs focus on older, wealthier investors

Companies | 29 Nov 22

Changes in regulation and Brexit have put an increasing amount of pressure on advisory and wealth businesses

Companies | 29 Nov 22

But firm ‘not actively thinking about’ passporting opportunities across the EU

Asia | 29 Nov 22

Investment firm names head of distribution, while wealth manager bolsters Middle East client services team

Companies | 29 Nov 22

A claim relating to a Sipp has already been filed with the FSCS

Companies