Regions
Brits under-45 ignored by financial advisers
Focus on AuM and mismatch on client needs favouring older generations
Has Brexit actually made it harder to retire to Europe?
Protracted negotiations followed by lockdown have led to a ‘huge amount of pent-up demand’
Australian pension firm fined for false marketing
It misled clients about property investment returns
Advisers lack post-wealth transfer strategy
Many are worried their business will lose assets as they fail to retain clients
LGT Wealth Management opens Edinburgh office
It is the firm’s fourth operation across the UK