Industry
Financial planning | 30 Sep 24
Advice use among drawdown customers slumps to below 50% for first time, FCA data reveals
Only 46% benefited from professional financial advice
Albion SC partners with P1 Investment Services to launch discretionary service
Albion’s financial planning clients are responsible for more than £23bn in assets across markets from UK to Australia
Retirement | 27 Sep 24
DB pension transfers more than halve in 2023/24 – FCA data
The marked fall in the number of DB to DC transfers continues
People Moves | 27 Sep 24
Blackfinch appoints veteran Mark Keogh to lead asset management distribution
He joins Blackfinch after 13 years at Liontrust Asset Management
Technology | 27 Sep 24
Mallowstreet launches AI tool built for wealth, asset managers to analyse meetings
‘SOFI’ helps clients save time, check messaging, improve delivery, monitor performance, capture questions