News
Best Practice | news 25 May 23
What issues are advice clients most concerned about?
They are ‘not immune to the financial anxieties sweeping through the rest of the population’
What advisers need to know about M&A deals in wealth management
Many buyers have ‘healthy cash reserves’
UK interest in ESG investment falls
Maximising returns now prioritised over choosing sustainable funds
Tech-embracing advice firms generate 54% more revenue
Technology is the ‘make-or-break’ factor for companies in the industry
Bribery claims against former managers of £21m Cayman fund upheld
Liquidator of the pension fund plans to continue efforts to ‘maximise recovery’