Industry
Five ‘significant shifts’ in financial advice to expect by 2028
Nextwealth has published a report titled Future of Financial Advice
Tax & Regulation | 21 Feb 24
FCA’s Sheldon Mills issues fresh Consumer Duty warning
Mills’ speech given at an event hosted by KPMG
Morningstar: Opportunities are increasing despite uncertain conditions
Plenty of opportunities for eagle-eyed investors to uncover, writes Mark Preskett
LGT Wealth Management to open new offices
The firm also makes hires as part of new Manchester office
Amundi and EBI to launch SRI model portfolios
Exclusive: Five portfolios investing in passive funds from Amundi and Northern Trust