'Fundamental' shift in clients' financial plans - IFA survey

 

Covid-19 has “fundamentally” shifted clients attitudes towards their Financial Planning - with many changing their retirement and wealth transfer plans, according to a new survey.

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84% of IFAs fear contingent charge ban will hit DB advice

More than eight out of 10 financial advisers say that a ban on contingent charging will hit access to DB pensions advice, according to a survey.

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Investor to pump £5.6m into Unbiased to spur growth

Private equity firm YFM Equity Partners has backed a £5.6m investment into the financial adviser directory service Unbiased.

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Financial Planning fintech firm launches PROD MiFID II guide

Financial Planner-focussed fintech firm Clever has launched a new free PROD guide to help IFAs to design and deliver financial solutions for their clients whilst working within the regulatory framework of MiFID II.  

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