Latest news
American investment firm inks third Italy deal in six months
As it expands distribution channels in the country
Australian life insurer fined A$700,000 for ‘hawking’
It used a telemarketing firm to cold-call clients
Financial advice can boost wealth by £47,000 in a decade
But ‘only a minority of the UK population’ has seen a planning professional
IFAs still confused by nil rate band rules
Some are uncertain about tax penalties and what the limit is for gifts
Advisers need to focus more on segmentation
As 70% still categorise clients according to assets under management