Industry
IFA market set for mass client switching due to wealth transfer
Just 48% of inheriting Brits have a relationship with an adviser used by family members
28% of HNW Brits have no measures in place to address IHT
Many more people will be impacted by inheritance tax in the future
Axa boosts European health operation with €650m acquisition
Insurance giant aims to grow its footprint across the continent
FCA halts plans for simplified advice following ‘limited’ industry support
As regulator pushes on with review into advice/guidance boundary
EQ Investors rolls out sustainability toolkit for advisers
It will help IFAs identify clients’ sustainability preferences