United Kingdom
Advisers missing out on benefits of intergenerational planning
As only 30% say they have discussions with clients’ children
UK wealth manager launches franchise-style model
It will complement the existing business
Investors Trust rolls out online university for advisers
It will only be available for IFAs working with the firm
Seven firms declared in default in last two months
This means firms have gone out of business and are unable to meet any claim themselves
Plan First Wealth partners with Optimise to provide cross-border tax service
Allowing clients to access US tax preparation and advice