Ex-Kingswood CFO lands at new advice consolidator
One Four Nine has bought three advice firms since launching in late 2021
IFA
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Regulatory burden means 8% of advisers plan to sell up in next five years
Increases to 23% for sole financial planners, finds Dynamic Planner
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7IM launches ESG calculator for advisers
‘Confusion around product types and areas such as impact vs return is still widespread’
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Tilney Smith & Williamson takes on team of five as part of adviser retirement scheme
Explore Wealth Management advisers and clients will become part of the Newcastle office
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Growing demand for pick and mix portfolios set to transform MPS market
Trend already playing out in asset management with the rise of direct indexing funds
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How advisers can tap into the DIY investing boom
‘The variety of client types in the market means that there will never be a one-size-fits-all solution’
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Should advisers be required to get a Covid vaccine?
‘We all have a responsibility to ensure that the health and safety of both clients and staff is put first’
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FCA takes adviser to court over defrauding creditors
He is also accused of carrying out regulated activities without authorisation
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Swiss firm targets UK expansion with 50% stake in Lumin Wealth
VZ Group aims to gain ‘strategic foothold’ in the UK financial advice sector
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Industry hails Vanguard’s ‘genuinely disruptive’ advice foray
All-in cost of 0.79% will attract ‘people with relatively simple financial affairs’ priced out of the traditional advice space
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Rise of the TikTok influencer-adviser worrying financial planners
‘Trading gurus and crypto asset cult followers are becoming more widespread’
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What’s on financial advisers’ wish lists for 2021?
Last year was a learning curve but this year is about ‘building the future of advice’
