Regions
FCA halts plans for simplified advice following ‘limited’ industry support
As regulator pushes on with review into advice/guidance boundary
EQ Investors rolls out sustainability toolkit for advisers
It will help IFAs identify clients’ sustainability preferences
Most IFAs feel their business is undervalued by potential acquirers
Retiring advisers ‘must proactively seek opportunities that align with the true worth of their company’
Financial planning firm snaps up IFA business
Deal ‘marks a significant step’ in the company’s five-year expansion plan
Countering client calls for cash comforts
‘There is a cost to not staying invested’