United Kingdom
DB pension transfer complaints rise 44%
FOS received 798 complaints and upheld 39% of cases in favour of clients in 2018/19
Giving advisers more time on their hands with technology
Regulation has had ‘significant effects on client satisfaction and retention’
Investment | 9 Oct 19
Should investment trusts become the norm for IFAs?
Financial advisers have a ‘duty’ to analyse all asset classes when building client portfolios
Last call for £8.5m betting scam victims
As they may be eligible for compensation and get part of their investments back
PEOPLE MOVES: Schroders PW, Ashburton Investments, WH Ireland
CEOs named at both financial planning and asset management firms