Industry
Professional body warns industry about ‘cowboy’ Will writers
54% of members have come across firms making false claims to clients
IFA consolidator makes double swoop
Deals take the company’s assets under advice to £450m
European WMs stumped by Mifid directives in sustainability assessments
It is ‘concerning just how many wealth managers still aren’t up to speed’
Best Practice | 7 Sep 23
Society of Later Life Advisers partners with CGWM
In a bid to raise standards in the later life investment sector