Advisers sceptical of technology closing advice gap
- Monday, 11 November 2019
- Articles
New research from VitalityInvest has found almost half (44%) of advisers do not believe technology can play a role in helping to close the advice gap - the gap between those with and without access to affordable financial advice.
Read more...Over 50% of adviser queries are on death benefits rules
- Friday, 08 November 2019
- Articles
Over half of technical queries received by SIPP operator Curtis Banks over the past month have concerned the subject of death benefits.
Read more...FCA warns over unauthorised advice firm
- Friday, 01 November 2019
- Articles
The FCA has issued a warning over a New York-based advice firm, which, it says, is operating in the UK without authorisation.
Read more...Advisers must take action as Trust deadlines loom
- Tuesday, 24 September 2019
- Articles
Advisers need to urge clients to check if any Trusts they hold are registered or risk an unknown fine.
Read more...