United Kingdom
Kingswood group assets rise 8.3% as losses reduce
The statutory loss before tax for the period was £5.9m, an improvement of £3.9m against the restated comparable period last year
Financial planning | 30 Sep 24
Advice use among drawdown customers slumps to below 50% for first time, FCA data reveals
Only 46% benefited from professional financial advice
Albion SC partners with P1 Investment Services to launch discretionary service
Albion’s financial planning clients are responsible for more than £23bn in assets across markets from UK to Australia
Retirement | 27 Sep 24
DB pension transfers more than halve in 2023/24 – FCA data
The marked fall in the number of DB to DC transfers continues
Technology | 27 Sep 24
Mallowstreet launches AI tool built for wealth, asset managers to analyse meetings
‘SOFI’ helps clients save time, check messaging, improve delivery, monitor performance, capture questions