UK News
Brits under-45 ignored by financial advisers
Focus on AuM and mismatch on client needs favouring older generations
Advisers lack post-wealth transfer strategy
Many are worried their business will lose assets as they fail to retain clients
Assetco to buy SVM Asset Management in £10.7m deal
As it seeks to build an Edinburgh hub alongside Saracen Fund Managers and Revera Asset Management
Best Practice | 17 Jun 22
Advice network unveils Consumer Duty hub
It has been designed to ‘deliver support in every area of meeting these requirements’