News

Clients still lack trust in the technology, Avaloq finds

Norrix Financial Services was dissolved this month

Slim chances of rate cut before year-end

Retirement planning and investments also areas where people lack confidence

Pensions and IHT expected to impact more than half of clients

Investment performance has an impact but not most critical factor in advice

PwC: AI to drive revenue growth in asset management

Higher than the £363m anticipated

Adviser-client misalignment found when it comes to investment performance

Budget scrapped valuable IHT reliefs for agriculture and business assets