Planners expect rise in wealth transfer advice
- Tuesday, 12 July 2022
- Articles
Three in four Financial Planners (71%) expect the demand for wealth transfer advice to increase in the next three years, according to a new report.
Read more...PruFunds to be sold via platform for first time
- Monday, 04 July 2022
- Articles
M&G Wealth is to add its PruFund Planet range of ESG-focused multi-asset funds as an advised investment choice on its own M&G Wealth Platform (formerly Ascentric) for the first time.
Read more...45% say advisers 'key source' for financial advice
- Friday, 01 July 2022
- Articles
Nearly half of consumers would turn to regulated financial advisers when seeking financial advice, according to a new wealth report.
Read more...Third of clients expect Planner to be ESG expert
- Wednesday, 25 May 2022
- Articles
Over a third (35%) of clients expect their Financial Planner to be an expert on environmental, social and governance investments.
Read more...