News

SJP fund manager shuffle; End of MPS nirvana; Skerritts acquires Chester

Patrick Mill’s top challenge since being Wealthtime CEO has been the market

Regulator says the exemptions result in consumer harm

No enforcement action for firms who approved financial promotions

Advisers work with an average of 1.7 DFMs, down from 2.2 last year

Added more than 50,000 platform customers

Taxation is cited as a close second threat for clients, according to advisers

More than half claim to have an intergenerational business strategy

Just six holdings of a total ten hold any value

Clients not making use of tax benefits from onshore investment bonds