United Kingdom
Alarmed FSCS says bad advice responsible for 80% of claims
Tackling the problem can ‘sustainably reduce the levy over the long term’
Best Practice | 29 Jun 22
Advisers lack ESG focus in client portfolio reviews
But they discuss sustainability preferences with new customers during onboarding process
Sipp sales surged as lockdowns were lifted
They have become the ‘most popular product among retail retirement savers’
PE firm eyes majority stake in Dynamic Planner
Deal is reportedly valued at £27m
FNZ invests in cash management and savings fintech
It is ‘more important than ever for the wealth industry to be focused on delivering great consumer outcomes’