Blacktower
Best Practice | 6 Jul 23
Why is inheritance still a taboo subject for advice clients?
As 40% of HNWIs do not have a formal inheritance plan
How will UK/EU financial services agreement impact advice firms?
MoU ‘is a welcome commitment from both sides’
Portugal set to u-turn on golden visa axe?
Country announced several months ago it was scrapping the scheme
Will lack of adviser ESG training spark a mis-selling scandal?
Confusing terminology, no standardised reporting frameworks and greenwashing all could pose a problem
What can the advice industry do to fill the talent gap?
There could be ‘shortage of advisers in the coming years’ as 76% set to exit sector within a decade