United Kingdom
Inactive financial advisers missing out on client referrals
It is time to ‘adapt’, ‘accept’, and ‘find a new way of building relationships’
Life insurer partners with UK wealth manager
As it rolls out 14 multi-asset funds available to financial advisers
‘Counter-intuitive’ capital gains tax creates ‘odd incentives’
But ‘tinkering with the CGT system’ could have knock-on effects for other areas like IHT
Best Practice | 11 Nov 20
What does the end of ‘gap-filling’ mean for advisers?
Relevance of older qualifications is being put under a microscope
PEOPLE MOVES: M&G WM, Brewin Dolphin, Globaleye
Platform CEO to step down, while wealth firm names chairman