Cost-of-living crisis is increasing ‘financial secrecy’ in families
20% of UK adults are hiding their finances from their loved ones
Have interest rates impacted M&A deals in the advice market?
Financial services sector ‘has long been a hotbed of M&A activity’
Support services provider rolls out single dashboard adviser software
It is designed to help advice firms run their business from one dashboard
IFAs raise concerns over proposed changes to pension death benefits tax rules
73% believe that they should be postponed until after the next election
Wealth managers and advisers are increasing clients’ exposure to overseas assets
As 96% plan to invest in analytical tools to help predict and understand performance of key asset classes