Quilter
Best Practice | 23 Mar 23
Quilter revamps financial adviser school qualifications
As head of the academy exits
Increase in UK state pension age set to be scrapped
Decision is ‘kicking an inevitability down the road’
IHT bill on track to exceed £7bn
As inheritance tax receipts for January 2023 totalled £578m
Best Practice | 9 Feb 23
‘Dying books of business’ haunt advice firms without next gen clients
‘Most advisers look after a certain quantity of the population’
PEOPLE MOVES: Brooks Macdonald, Sigma, Tenet&You
Chairman leaves investment manager, while UAE wealth firm names managing partner