Vaccine could prompt fresh wave of new clients for wealth managers and advisers
43% of advisers have spent less time attracting new clients during the coronavirus outbreak
43% of advisers have spent less time attracting new clients during the coronavirus outbreak
UK wealth manager tells advisers the distribution channel will close in 2021
Some thrifty habits may stick around post Covid as savings ratio hits a record 29%
SPW academy addresses ‘a national need to repopulate the advice sector’
Charles Stanley surveys 100 advisers and over 1,000 consumers on responsible investing
Former Openwork boss Mary-Anne McIntyre leads the new national advice group
Gwilym Lloyd Jones to replace one half of a husband-and-wife leadership team
Due to the pandemic, 84% of advice firms say they are now fully geared up to work remotely
A year after it adopted the CII and PFS Pension Transfer Gold Status
Benchmarking rules described as one of the most contentious areas of changes to DB transfers
Seven Bridges expects to increase its turnover to £1.8m after the acquisition
‘The polluter seldom pays and the burden is lumped upon well-run, low risk firms’