Younger clients used to the immediacy of the modern world fail to understand wealth is created over decades. I deal with a different demographic to most advisers in the UK. My firm’s average client age is substantially lower than that of the wider industry, at mid-30s. I work with two main subsets of clients as […]
A weekly account of the curious goings-on in the world of financial services from Money Marketing’s diary page Amen to that! Home, church and heritage insurance provider Ecclesiastical Insurance decided to take matters into its own hands this week, shaming Aviva with a positive statement on its own preference shares. Following the seemingly ceaseless issues […]
There are many reasons why a firm might wish to amend its status from Exempt CAD to Article 3. Exempt CAD firms have usually opted into Mifid in order to passport their investment services into another EU member state, or to enable them to transmit orders in unregulated collective investment schemes to non-Mifid firms. Article […]
The modern approach to pension sharing needs revisiting, given that the legislation is nearly 20 years old. The pensions world continues to evolve at a healthy rate of knots and advisers are used to staying on top of all the new products, features and functionality. However, the legislation that governs aspects of it does not. […]
Last Wednesday was International Youth Day: a UNESCO (United Nations Educational, Scientific and Cultural Organisation) initiative that began in 1999.
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