News
Best Practice | news 5 Oct 22
Merrill WM unveils adviser-client matchmaking tool
A third of affluent Americans currently do not have a financial planner
How will Spain wealth tax impact HNW clients?
It is expected to collect around €1.5bn across 2023 and 2024
14-year record high for annuity rates
They have increased by 52% in the last nine months alone
A quarter of baby boomers don’t trust young Brits with inheritance
But just 3% talked to a financial adviser about their succession plans
Succession Wealth buys Yorkshire-based IFA firm
It is the company’s first acquisition under Aviva ownership