Quilter
Millions in power of attorney fee refunds unclaimed
Less than a fifth of the £69m pot has been paid out
Fraud centre reveals ‘shocking’ £197m losses for victims
Chameleon-like scammers are ‘adept at changing to present themselves as the genuine article’
PEOPLE MOVES: Vanguard, Quilter, Brewin Dolphin
CIO change at Vanguard, UK wealth manager names CEO and retail client solutions director exits Quilter
Double deal at Quilter Private Client Advisers
The acquisitions add around £130m in assets under advice
IFAs must tackle taboo topics to help clients and themselves
UK advisers need to shake off their discomfort and bring up uncomfortable subjects – like inheritance