Products
Model portfolios finally become key cog in US advice market
Industry has had a ‘slow and steady transition’ towards it being financial planning-oriented
Seccl unveils Sipp offering
It is currently only available to accumulation clients
14-year record high for annuity rates
They have increased by 52% in the last nine months alone
Private bank expands DFM offering for UK advisers
It has appointed ex-Abrdn BDM as director of intermediary sales to run the operation
Private placement life insurance schemes under investigation in US
Products are allegedly being used by wealthy Americans ‘to avoid and evade taxes’