Aussie tech firm launches paraplanning software for advisers
To facilitate ‘seamless delivery of external paraplanning and administrative services’
IA interview – James Pearcy-Caldwell and Robert Hardy
International Adviser speaks with chief executive of OpesFidelio and LGT head of strategic partnerships for UK and Int’l
Three key M&A trends in the UK advice industry
‘Selling a business can be a challenging and stressful proposition’
Gender investing gap widest among Brits under 25s
‘There isn’t a single good reason why men should have more money than women, whether that’s in savings, investments or their pension’
Demand for tax-effective investment advice set to surge
But 39% of advisers do not routinely explain the benefits of tax efficiency on investments