News
Interest rate rises force investors to turn to advisers
Expertise and experience of financial professionals is ‘crucial’ during turbulent times
Wealth managers lack strategies to assess client investment profiles
As 67% admit they mainly rely on their own intuition
Best Practice | news 30 Nov 22
‘Watershed moment’ as FCA eyes simplified advice regime
In a bid to provide mass market consumers with greater access to services
UK retirees suffer £210m state pension shortfall
DWP identified nearly 32,000 instances where it underpaid pensioners since January 2021
Just 26% of advisers have wealth transfer strategy
Next-gen clients being ignored as IFAs focus on older, wealthier investors