News
Clients ‘outliving their savings’ tops advisers’ list of concerns
71% of 200 advisers interviewed pointed to this as a major issue
People Moves | news 22 Feb 24
PEOPLE MOVES: Evelyn Partners, LGT Wealth, Global X ETFs
Evelyn Partners adds to its Guildford office
Investment | news 22 Feb 24
SJP’s Dr Sarah Ruggins on Magnificent Seven ‘FOMO’ and the ‘wild ride’ from theory to practice
The head of multi-asset research discusses her experience of putting academia into practice in financial services
Five ‘significant shifts’ in financial advice to expect by 2028
Nextwealth has published a report titled Future of Financial Advice
Best Practice | news 21 Feb 24
How to meet financial regulation in the letter and the spirit of the law
Suitability regulations should be more than a box-ticking exercise, writes Oxford Risk’s Greg Davies