News
Best Practice | news 31 Aug 23
Two foundations join forces to help women into financial services
Programme will have an initial cohort of 10 women
Quilter Cheviot launches tax-efficient short-term bond strategy
‘Recent developments have provided investors with the potential to secure a good return for relatively low risk’
Pension transfer activity falls to lowest level in five years
As FCA updates guidance on how to support vulnerable clients when providing pension transfer advice
Aussie tech firm launches paraplanning software for advisers
To facilitate ‘seamless delivery of external paraplanning and administrative services’
Three key M&A trends in the UK advice industry
‘Selling a business can be a challenging and stressful proposition’