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Only 1 in 10 Planners expect to retain assets on wealth transfer

Only 10% of Financial Planners are very confident they would retain assets under advice when wealth is transferred to clients’ family members, according to new research.


Octopus to leave DFM market

Octopus Investments, part of Octopus Group and provider of venture capital trusts (VCTs), has closed its DFM service to new customers.


Advisers see four-fold surge in professional referrals

Financial advisers who seek referrals from solicitors and accountants have seen a surge in new client enquiries, according to new research.


60% of advisers turning away new clients

Six in ten financial advisers had to turn away prospective clients in the last year, according to a new report.

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