Companies
Best Practice | 23 Jun 22
We have zero LGBT+ data, admit trade bodies
But CII reveals to International Adviser it plans to survey its members this year
UK advice firm finally sold to US fintech group
Deal was first announced in August 2021 and expected to complete within 90 days
Ex-BlackRock VP sets up model portfolio provider
Firm will offer impact investment-focused products looking to tackle climate change and social inequality
How robo-advisers can fit into the industry
They don’t have to be competition for IFAs
£300,000 gulf between HNW retirement dreams and reality
As many as 90% misjudged the level of income needed for later life