United Kingdom
Five million UK adults playing ‘inheritance roulette’
Canada Life found 15% of Brits aged between 16 and 54 revised plans based on what they expect to get
FCA platform switching proposals fall flat with industry
In specie transfers, exit fees and share class conversion among the issues
Financial advisers globally expect their jobs to disappear
Fintech to take its toll on the sector as CFA Institute members expect skillset overhaul
IFAs ‘squandering vast numbers of hours’ by not embracing tech
Those slow to adopt technology lose over eight weeks of work per year
Best Practice | 14 Jun 19
How to advise vulnerable clients
UK financial watchdog has made it clear that firms are expected to take up the challenge