The average inheritance tax bill reached almost £200,000 in the last tax year - up £60,000 in five years, according to analysis of HMRC receipts by financial advice firm and insurer NFU Mutual.
A private wealth management expert has said he believes that the wealth management industry is “broken.”
Asset managers gathered at the CFA Institute at London’s ExCel today got a glimpse into the future with a presentation on the latest technological solutions.
Fidelity CEO Anne Richards warned of a number of threats to capitalism in a wide-ranging speech at the CFA Institute Annual Conference in London this morning.
Financial advice firms are doing better at narrowing the gender pay gap than many other financial services firms, according to analysis by the Chartered Insurance Institute.
CFA UK, the professional body for Chartered Financial Analysts, is to launch of a new qualification in ESG (Environmental, Social and Governance) investing which will be available to investment professionals later this year.
Nearly nine out of 10 pension trustees (88%) fear that their members will face “predatory attention” from scammers, according to a new survey of trustees.
Wealth manager and Financial Planner Tilney has appointed former Paraplanner Nadia Atanasov as an associate Financial Planner.
Perspective Financial Group has revealed its first acquisition in the capital with the purchase of a Financial Planner and wealth manager.
Chris Budd, chairman of Financial Planning firm Ovation Finance has explained why he made employees the boss at the firm.