Industry
Brits overcome financial planning squeamishness
As 29% report talking to friends and family about it in the last month because of covid
Advice firms warned over their lack of digital offering
Intelliflo CEO says majority of clients will switch advisers if tech isn’t up to scratch
Crispin Odey relinquishes CEO duties
As eponymous firm rebrands ahead of his trial over alleged indecent assault in 1998
Swiss wealth manager eyes ‘big, transformational acquisitions’
CEO is confident M&A restrictions will be lifted in 2021
IFA jailed for £1.2m Ponzi scheme
Money was used to fund his ‘lifestyle and businesses’ and a ‘substantial’ gambling habit

