Is financial advice too expensive – and just for the wealthy?
IA spoke with a number of firms to discuss cost, education, advice-guidance boundaries and value for money
Top questions IFAs should ask fund managers about liquidity
First Republic, SVB and Credit Suisse crises are ‘wake-up call’ that liquidity ‘should not be underestimated’
42% of Brits want to leave the UK when they retire
But over a third do not know exactly how much money is in their pension
Value Partners seals strategic investment from Chinese securities firm
Acquirer will hold a 20.2% stake in the Hong Kong-based asset manager
Ex-TPR director calls for change in DB transfer advice rules
David Fairs wants a ‘much smoother process’