AJ Bell
Advisers face surge in queries on what to do with extra cash
More Isa allowances are being utilised, while older generations show greater interest in gifting
50% drop in firms with DB permissions in two years
Of the 1,310 companies giving pension transfer advice – 9% had no PI cover
FCA warns Brits over ads for ‘high return’ crypto investments
Investors ‘should be prepared to lose all their money’
PEOPLE MOVES: Heartwood WM, Saunderson House, HSBC
Wealth manager appoints CEO as it rebrands, while advice firm names head of financial planning
PEOPLE MOVES: AJ Bell, Kairos, Brown Shipley
Investment platform names head of policy, Julius Baer wealth subsidiary hires CEO