More than six in 10 millennials have no clue about their financial plans when it comes to IHT despite being likely to inherit around £4trillion by next year, according to a major survey for a wealth manager.
Wealthy investors are cautious on 2020 but optimistic on the decade ahead, the latest UBS Investor Watch survey has found.
The pound will receive a boost after Nigel Farage’s Brexit Party will not be pitted against Conservatives in 317 seats in next month’s election.
IFA and wealth manager Vintage has appointed a new CEO to head up its wealth management arm.
A new policy paper from Royal London predicts ‘safety first’ policies on pensions in the manifestos of the major political parties.
Tatton Asset Management, the on-platform discretionary fund management (DFM) and support services business for IFAs, has today issued its interim results for the six-month period ended 30 September.
Financial Planning-led wealth manager AFH has boosted funds under management to £6bn, the firm’s latest annual figures have revealed.
New research from VitalityInvest has found almost half (44%) of advisers do not believe technology can play a role in helping to close the advice gap - the gap between those with and without access to affordable financial advice.
Former Aviva UK Insurance CEO Andy Briggs is set to replace the retiring group chief executive Clive Bannister at the helm of Phoenix Group Holdings.
Over half of technical queries received by SIPP operator Curtis Banks over the past month have concerned the subject of death benefits.