Adviser compliance and support firm The Verve Group has rolled out a host of measures to assist financial planners through the coronavirus period, including ways to help investors buy into, rather than sell out of, the low market.
Verve wrote to advisers it works with on Thursday (19 March) with a draft letter to inform them of 10% market falls inevitably occurring, to align with Markets in Financial Instruments Directive II requirements....
Answer four key questions
Opened this month
Despite concerns over recruiting
Walker Crips Wealth Management, part of Walker Crips Group, has acquired the client book of the financial adviser firm MA Heap.
Entered administration in February
Occupational pensions schemes will be required to direct savers to take guidance on pension withdrawals under new provisions to boost engagement.
40% increase year-on-year