60% of advisers concerned about losing capital Schroders survey reveals
As well as 69% of advisers anticipating that the Consumer Duty’s ‘fair value’ outcome will exert pressure on ongoing charging models
Author: Alina Khan
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Evelyn Partners makes fifth acquisition of the year
Adding another office location
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Autumn Statement 2023: No IHT changes ‘missed opportunity’ for Chancellor
As rumours circulated of potential cuts to the increasingly complex tax
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Autumn Statement 2023: Consultation to be launched on creation of pension ‘pot for life’
Meaning employees will be able to choose which scheme their employers will pay their pension into
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Autumn Statement 2023: Chancellor commits to Triple Lock with 8.5% state pension increase
As part of the Autumn Statement 2023
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Wealth management sector paid out £3.8m in FCA fines this year
An FOI request by Oxford Risk has revealed
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Progeny acquires IFA firm
Adding £600m of assets under management
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Brits continue to flock to alternative investments
As they look to diversify their portfolio, beat inflation and generate wealth in the long-term
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‘A step in the right direction’: FCA bids to boost diversity and inclusion in financial services
Also sets out rules to prevent bullying and sexual harassment in the industry
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FE Fundinfo acquires French-based firm
Adjuto bought for an undisclosed sum
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Atomos acquires London-based IFA
Equanimity Independent Financial Advisers offers advice predominantly to female high net worth clients
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‘Wobbly bits’ title a disservice to important diversity progress
Syntax is vital for creating an inclusive industry