Industry
HNW investors prefer human touch over robo advice
‘Highly trusted source of advice that will not be easily replaced’
10% drop rule ripped up by UK government
‘Detrimental’ regulation abolished as part of chancellor’s Edinburgh reforms
Morningstar unveils research portal for advisers
To help them provide personalised advice to their clients
Global wealth manager merges with family office
Combined company will oversee $29bn in assets
FCA begins targeted review of appointed representatives
It is writing to principal firms requesting mandatory information about their ARs