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How to… Compose a panel of funds

Where to start and what to look out for when aiming to meet the financial requirements of the client For their advocates, fund panels are like a palette, which advisers can choose from to come up with a tailor-made investment solution for individual clients. As an efficient tool at the adviser’s disposal, a panel of […]

Beaufort Financial and paralegal launch advice firm

Advice partnership Beaufort Financial has formed a new advice firm in a joint venture with Worcestershire paralegal, Wills and Legal Services. The new firm, WLS Financial Services, will provide whole-of-market advice. WLS is now  looking to recruit a team of advisers to work alongside Wills and Legal’s 25 paralegals. Former Stirling House Financial Services executive […]

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Most adults feel they missed out on financial education

Over three quarters of UK adults said they did not received financial education at school, but most wish they had. According to research commissioned by Quilter, 77 per cent of adults surveyed said they did not receive financial education at school, or could not remember it being available. Of that group, 79% wished they had […]

Lucy Brown: FOS ruling shows why research matters

A recent decision by the Financial Ombudsman Service to uphold a complaint following “unsuitable” life insurance advice has put a spotlight on the importance of proper research. The case concerned a 53-year-old client who had been told by her adviser that life cover premiums were likely to be “excessive and unaffordable” for her. The Ombudsman found […]

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L&G and Schroders lead in new City mental health network

Two dozen City firms including Shroders and Legal and General have endorsed a network to help young professionals combat the stigma of mental health. The ‘”Thriving from the Start” initiative, launched today, will be run by people in their early careers and aims to create a supportive community for recent joiners to companies in the […]

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Acquisitions boost AFH revenues by 50%

Advice firm consolidator AFH has passed £4.5bn in funds under management after a record 16 acquisitions over the last twelve months. In a trading update this morning, AFH said that for the 12 months to 31 October, revenue is expected to come in at £50m, up 49 per cent from £33.6m in 2017. This compares […]