United Kingdom
Tech firms join forces to bolster adviser offering
IFAs ‘need to be available on the channel of the client’s choice to build long-term relationships’
Best Practice | 20 Jun 23
1,300 firms sent survey by FCA on retirement income advice
Regulator hopes that findings provide an indication of how companies are implementing the Consumer Duty
How will potential EU changes to residency rules impact UK expats
‘Any way of simplifying the complicated and confusing laws around EU residency is very much to be welcomed’
Simply Biz parent group buys stake in advice tech firm
In a bid to help the company ‘develop the future of financial planning CRM’
UK financial planning firm launches DFM arm
In collaboration with Vanguard and Redington