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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.

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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.

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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.

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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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