Financial planning
Aviva and FNZ partnership add new ‘state-of-the-art’ adviser tools to platform
The new adviser tools will include a digital adviser access and workflow tool for Aviva’s asset transfer service
One in two UK financial advisers plan to retire during the next five years
51% of IFAs, financial planners say their firm will only keep up to 50% of clients’ assets they currently personally manage
Financial planning | 17 Jun 24
UK’s Reform party pledges £70bn of cuts in income tax, IHT and stamp duty
Setting the higher-rate income tax threshold to £70,000 would save the highest earners £4,000 a year
DeVere Group expands in Portugal with ‘ambitious plans’ for the jurisdiction
The current hub office with a 25-strong team is in the city of Porto
CISI forges strategic partnership with 13,000 CAIA members across US, EMEA, APAC
The special membership arrangement boosts skills and continuing professional development (CPD)