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FTAdviser
13 分钟
What options are available to help mitigate IHT on BPR rule changes?
When farmers protested in Westminster at the end of last year, many in the tax profession were already considering their ...
FTAdviser
50 分钟
FCA secures £6mn confiscation order against fraudster
The Financial Conduct Authority has secured a confiscation order of almost £6mn against convicted fraudster Guy Flintham.
FTAdviser
2 小时
Simple Financial Planning fintech partnership will ‘transform’ workflows
Simple Financial Planning has partnered with London-based fintech Sikoia to “transform” broker workflows through secure ...
FTAdviser
5 小时
‘Our UK overweight is a constant source of debate’
James Godrich joined JM Finn in 2015 and is fund manager of the CSI service portfolios. Before working at JM Finn he was an ...
FTAdviser
3 小时
FCA to look at CMCs submitting high complaint volumes to Fos
The Financial Conduct Authority is set to look at claims management companies submitting high volumes of complaints to the Fos but achieving low uphold rates.
FTAdviser
23 小时
FCA: contingent charging ban did not reduce fees as expected
The ban on contingent charging has had very little impact on fees, although the number of defined benefit transfers has ...
FTAdviser
23 小时
Equity release customers at highest level since 2023
Over 15,000 customers were active in the equity release market in the final quarter of 2024 as the market showed “encouraging ...
FTAdviser
23 小时
Parliamentary bill on data will be ‘silver bullet’ for letters of authority
Legislation speeding through the House of Lords will be a ‘nightmare’ for insurers and platforms who “cannot get their act ...
FTAdviser
3 小时
‘The value piece to clients can be absolutely fantastic if you use AI’
Financial advisers can “really concentrate” on the coaching and financial plan if they can be “open to change and adapt” to an AI-supported business.
FTAdviser
1 天
Advising clients on fixed income in tough economic times
During periods of economic uncertainty being able to communicate clearly the benefits and risks of investing in an asset to clients is very important.
FTAdviser
1 天
What opportunities do green bonds offer investors?
Green and social bonds allow investors to align their portfolios with specific environmental or social outcomes while earning a fixed income.
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