Investment | 10 Nov 23
Steps to providing ESG-compliant client portfolios
As clients become steadily more aware of ESG-related considerations, writes Alexandra Mortimer, their advisers will have to rise to the challenge of navigating this long-term theme
Unlocking new frontiers: Adapting IFA business models for British expats and Americans abroad
As 700,000 British-born individuals reside in the US
The shoehorning ghost that could haunt consolidators
Rapid growth through acquisition boosts assets and revenues, but it could also heighten the risk that end clients are placed in unsuitable investments.
What might be in store for personal taxation under a Labour government?
As shadow chancellor Rachel Reeves indicated several measures the party will and won’t implement
The FCA’s 14-point action plan part 2: What you need to know
As financial advisers have a considerable part to play when it comes to making sure the requirements of Consumer Duty are met