Schroders
Best Practice | 6 Jul 23
Why is inheritance still a taboo subject for advice clients?
As 40% of HNWIs do not have a formal inheritance plan
Schroders subsidiary hires ex-Sandringham FP CEO
He will take on the role of managing director of financial planning
43% of advisers see AI tech as a threat to their business
As one-fifth say they are fully prepared for Consumer Duty
Best Practice | 7 Jun 23
Advice industry needs to promote family wealth discussions
As 19% of Brits over 60 say they have never spoken to their children about their finances
PEOPLE MOVES: Vontobel, Lazard AM, Progeny
CEO to leave financial services giant, while chief executive of Middle East steps down from asset manager