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Best Practice | 7 Jun 23
European advisers are ‘confused’ over Mifid II suitability compliance
Some firms have reportedly been asking clients to sign off their own risk level
Financial planning is becoming harder, say advisers
Clients are finding financial decision making more challenging too
Inheritance tax is in ‘dire need of reform’
STEP says it wants to see a low flat-rate estate tax regime with few reliefs and exemptions
Allfunds and Endowus team up to launch digital fund brokerage platform
Hong Kong investors will have access to over 160 funds, managed by 50 global managers
Adviser support group makes two acquisitions via advice arm
Deals add £200m in AuA and 500 wealth clients
