High returns low on client priority lists - adviser survey

The most important service offered by financial advisers to clients is helping them achieve their financial goals, say advisers.


Inheritance taboo costs £80k in unnecessary tax

Families could be paying an avoidable tax bill of more than £80,000 because parents are too embarrassed to talk to their children about their financial future, according to new research.


Broad welcome to FSCS funding shake-up

The financial services sector has welcomed a radical shake-up of the way the Financial Services Compensation Scheme (FSCS) is to be funded.


Old Mutual Wealth recruits John Porteous to head new unit

Old Mutual Wealth, the business undergoing major changes ahead of a parent company split, has recruited a well known industry hand, Chartered Financial Planner John Porteous, for the newly-created role of retail customer solutions director.

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