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Martin Bamford: Advisers agree on more than we admit

Harmony is a funny old thing. I have no doubt our profession is in agreement about more than we are in disagreement. A quick scroll through the Twitter feed of an adviser, or the comments section of any opinion piece written for Money Marketing, and you might beg to differ. But there does seem to […]

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Legal & General IM accused of compliance failures

Legal and General Investment Management has come under fire from at least three whistleblowers who claim compliance failures have put its clients at risk, according to reports. According to the Financial Times, a number of employees have submitted complaints to the FCA in recent weeks focusing on the risk culture at the $1trn (£760bn) active […]

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Ian McKenna: How tech incompetence could lose you 80 per cent of AUA

Not enough firms are building their proposition with the next generation in mind Evidence that firms can expect to lose over 80 per cent of assets under advice presents a serious reason to review operating models. Indeed, research has shown that, in the majority of cases, those inheriting wealth take the money to new advisers. […]

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