Advice Gap
Best Practice | 4 Mar 20
Quilter commits to fast track financial adviser course
Firm expects next cohort to start in April
Ex-Coutts banker launches AI-powered wealth platform
Firm aims to reach ‘abandoned’ clients with £100,000-£2m in investible assets
Tax & Regulation | 17 Oct 18
PI woes predicted for small adviser firms after FOS award hike
Pimfa warns that move could act as a barrier to entry for smaller IFAs and widen the advice gap
Australia faces IFA exodus if industry forced to upskill
Potentially hundreds of senior Australian financial advisers could leave the industry if they are forced by the government to upskill, according to the country’s Stockbrokers and Financial Advisers Association (Safaa).
Best Practice | 10 Aug 17
A quarter of Brits want a return to commission
Half of UK clients would prefer to pay a fixed rate for a standard piece of advice work, such as setting up a pension, but almost a quarter want the return of traditional commission.