News
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
Kingswood targets UK-like acquisition spree in Ireland
But firm ‘not actively thinking about’ passporting opportunities across the EU