Quilter to open up HNW offering to external IFAs
- Friday, 13 May 2022
- Articles
Wealth manager Quilter is to open up its HNW propositions to external independent financial advisers working with wealthy clients.
Read more...Taskforce warns on vulnerability and sudden wealth
- Friday, 08 April 2022
- Articles
The Financial Vulnerability Taskforce, the industry body campaigning for better treatment of vulnerable clients, has launched a new guide to help planners work better with clients who are vulnerable due to experiencing ‘sudden wealth.’
Read more...Financial Planner sees boom in younger clients
- Friday, 25 February 2022
- Articles
The pandemic has resulted in a boom in younger clients signing up for Financial Planning services, according to Plymouth-based national Financial Planner Continuum.
Read more...3 in 10 clients may be wrongly assessed on risk
- Tuesday, 21 December 2021
- Articles
Three in 10 (29%) of clients say that their wealth managers may have incorrectly assessed their attitude to investment risk.
Read more...