Sophie King
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Articles by Sophie King
Advisers have high hopes for US, UK and EM equities in 2019 - Aegon
Investment expectations
Financial services failing to win over women's wealth - Kantar
£15bn investment gap
AFH's veteran IFA programme wins Armed Forces Covenant award
Awarded by MoD
Talbot and Muir calls for industry standardisation
'A clear uniform approach'
CII accredits SJP development framework
'Promoting professional standards'
AFH appoints former Tavistock operations director Jon Dear as COO
'Significant step'
Advisers 'optimistic' about the future - Prudential
Four in five would recommend career in advice
Kuber Ventures appoints Anne Butler as head of client services
To boost expansion
Goldsmith & Co to compensate stroke sufferer for 'unsuitable' advice
Transfer into two SIPPs
Quilter acquires three financial planning firms
£90m AUA added
Threesixty clients offered bespoke Dynamic Planner service
Offered to 900 client firms
'Be reasoned and reasonable with cashflow planning' - Rory Percival
Common-sense approach
Advice firm to pay redress after Cape Verde fund value plummets
£40,000 into Cape Verde fund
£500,000 'tipping point' for over-50s to seek advice - research
One in five 'would never take advice'
Brexit and geopolitics key concerns to adviser clients - Schroders
Annual Adviser Survey 2018
Investors now focusing on return of capital, says PA webinar panel
'No longer return on capital'
Advisers 'failing to connect' with baby-boomer heirs - Zurich
'Missed opportunities'
IFA to pay compensation after 'unsuitable' transfer to SIPP
Transfer from PPP to SIPP
'Retirement riddle' impacting on retirees' health and wellbeing - L&G
UK's poorest retirees most affected
Aegon extends Atos partnership to 1.4 million customers
'For administration services'
Thesis Asset Management launches IFA consultancy service
Thesis Research and Consultancy Service (TRACS)
Proportion of women in senior FCA positions edges up
Still 66% women in lower quartile
'Women failing to make the most of their pension' - LEBC
'12% fall since 2016'