Investment

More advisers reporting to all clients on sustainable investments

Kingsbridge Capital under scrutiny from the FCA over membership fees

Virtual meetings are likely to remain an important channel for advisers

LGIM currently places only a 20% probability of a soft landing

Call to simplify tax-free investment products to boost retirement savings

Clients increasingly requesting the ability to customise how they view their reporting

£5.5trn expected to move across the generations in next 30 years

Advisers are increasingly worried about the proposed rules from the Financial Conduct Authority (FCA) on Sustainable Disclosure Requirements (SDR) since whispers of a delay, according to Square Mile Investment Consulting and Research.

A conversation worth having for numerous reasons

Proposition moving from the IFSL Sanlam OEIC to the IFSL Atomos OEIC