United Kingdom
Best Practice | 27 Jun 23
Emotional support is a key reason for clients hiring financial advisers
Report also found 32% approached IFAs to get them to help with specific financial needs
FCA carries out 30 investigations over British Steel DB transfer advice
Regulator is making final decisions on ‘what sanctions are appropriate where we have found misconduct’
PEOPLE MOVES: Aviva Investors, Fairstone, Standard Life
Asset manager and advice firm make c-suite changes
Aveni unveils AI platform for financial advice firms
Solution will look to cut admin time down from hours to minutes
Wealth consolidator snaps up Square Mile
Research and consultancy firm will continue to operate under its own brand