Industry

Companies | 18 Nov 22

EU regulator eyes shake up of passporting rules

Following an increase in firms offering cross-border services to retail clients across the bloc

Best Practice | 18 Nov 22

Why I became a financial adviser – Gareth Blease of Holborn Financial

Gareth Blease was a professional golfer before joining Holborn Financial

Companies | 17 Nov 22

UBS unveils tool for UHNW clients in US

To provide a complete picture of customers’ portfolio including alternative investments and art collections

Best Practice | 17 Nov 22

Most advisers rely on portfolio performance to evidence value

This fails to measure the planning and emotional support that clients get from IFAs

The Chancellor of the Exchequer Jeremy Hunt prepares to deliver his Autumn Statement to parliament

Industry | 17 Nov 22

‘Deep freeze’ and tax cuts mean bad news for IHT and CGT

Chancellor Jeremy Hunt unveils ‘balanced plan’ to cope with record inflation and cost-of-living crisis