Planners forecast IHT advice boom

Financial Planners are forecasting a boom in clients seeking advice on inheritance tax, according to new research.

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One in eight clients suffered ‘financial damage’ from pandemic

One in eight clients have suffered financial damage as a result of the Coronavirus pandemic, according to a new nationwide financial adviser survey.

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Morrow and Whelan join PIMFA board

Openwork’s Mike Morrow and Investec’s Ciaran Whelan have joined the board of wealth manager trade body PIMFA.

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Openwork plans 5 year tie-up with Embark Group

Retirement solutions and platform provider Embark is planning a tie-up with Openwork, one of the UK’s largest adviser networks, which will see Embark's new Advance platform become the lead supplier to Openwork’s 2,000 advisers for five years until 2026.

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