News

IFAs must communicate differently to build trust with female clients

‘Leadership in financial services is a team sport’

‘We are not a consolidator, our goal is to support passionate entrepreneurs’

Defined benefit transfers and annuity sales have fallen, FCA finds

Nearly all advisers say investment clients have become more demanding

Parents ‘stretching finances’ to finance private education

‘We need a different and better mix of advisers and advice’

Discretionary fund manager records net flow increase of 28% to £2.3bn

Industry splits with 46% saying yes and 42% saying no

To meet Consumer Duty and vulnerability regulatory expectations