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News

Advisers shunning face-to-face warned of losing valuable female clients

Investment

Advisers shunning face-to-face warned of losing valuable female clients

Study finds the majority of wealthy women prefer face-to-face advice

clock 10 November 2022 • 2 min read
MKC Wealth acquires IFA clients of Sevenoaks accountancy firm

Your profession

MKC Wealth acquires IFA clients of Sevenoaks accountancy firm

Follows the retirement of Samuels’ in-house adviser

clock 10 November 2022 • 1 min read
Retired households face 15.4% tax rate hit on income - research

Tax planning

Retired households face 15.4% tax rate hit on income - research

Total direct tax adding up to more than £57.22 bn

clock 10 November 2022 • 1 min read
Advisers favour business relief in IHT planning - research

Tax planning

Advisers favour business relief in IHT planning - research

Business relief used by 83% of surveyed advisers

clock 10 November 2022 • 2 min read
Transact parent company Integrafin's revenue up to £133.5m

Your Business

Transact parent company Integrafin's revenue up to £133.5m

Trading update reveals £10m rise on previous year

clock 10 November 2022 • 1 min read
Tough third quarter for platform industry, data shows

Wrap/platforms

Tough third quarter for platform industry, data shows

Economic instability is hurting investor confidence, experts say

clock 10 November 2022 • 3 min read
Harriett Baldwin elected Treasury Committee chair

People

Harriett Baldwin elected Treasury Committee chair

Five candidates nominated for the position

clock 10 November 2022 • 2 min read
Close Brothers Asset Management opens office in Birmingham

Your Business

Close Brothers Asset Management opens office in Birmingham

Expansion of advice and investment offering across the Midlands

clock 09 November 2022 • 1 min read
EQ Investors joint chief executive steps down after 18 months in role

People

EQ Investors joint chief executive steps down after 18 months in role

Papadacis' departure follows Mark Howlett's resignation in January

clock 09 November 2022 • 1 min read
FCA warns firms on DB pension redress calculation rules

Regulation

FCA warns firms on DB pension redress calculation rules

‘Small number’ of firms not including all fees and charges

clock 09 November 2022 • 2 min read
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