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1 month ago | 
ftadviser.com | Alina Khan
I recently published a story that showed the number of female advisers currently authorised to offer retail investment advice had risen by only 2 per cent since 2022. When I put in the freedom of information request to the Financial Conduct Authority for this data, I must say I already had a good idea of the answers I was going to get. Although the amount of female representation in the advice sector has increased, it’s still very low as just 18 per cent of all advisers are women.
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May 29, 2024 | 
ftadviser.com | Alina Khan
Private equity backed firm My Pension Expert has bought advice firm Tenet&You for an undisclosed sum.
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Dec 20, 2023 | 
portfolio-adviser.com | Alina Khan
Some 59% of advised clients are concerned about the prospects of losing capital the 2023 Schroders UK Financial Adviser Survey has found. This concern is likely to be driven by geopolitics with 66% of advisers expecting a higher level of disruption going forward. The survey also found that 95% of advisers are having conversations with clients on merits of cash versus long-term equity investing, a 5% increase from a previous Schroders survey carried out in May this year.
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Dec 20, 2023 | 
international-adviser.com | Alina Khan
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See you in 2024! I would like to wish all of our wonderful readers and subscribers a very happy end of 2023!Thank you for your ongoing support and loyalty to the brand, it doesn’t go unnoticed.
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Dec 20, 2023 | 
international-adviser.com | Alina Khan
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See you in 2024! I would like to wish all of our wonderful readers and subscribers a very Merry Christmas!Thank you for your ongoing support and loyalty to the brand it doesn’t go unnoticed.
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Dec 19, 2023 | 
international-adviser.com | Alina Khan
Some 59% of advised clients are concerned about the prospects of losing capital the 2023 Schroders UK Financial Adviser Survey has found. This concern is likely to be driven by geopolitics with 66% of advisers expecting a higher level of disruption going forward. The survey also found that 95% of advisers are having conversations with clients on merits of cash versus long-term equity investing, a 5% increase from a previous Schroders survey carried out in May this year.
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Dec 19, 2023 | 
international-adviser.com | Alina Khan
Defaqto has launched independent Consumer Duty profiles for the top 20 most frequently recommended discretionary MPS portfolios. These are now available in Defaqto Engage and Centra software with the initial 20 profiles covering a number of MPS providers including Brooks Macdonald, Quilter and RBC Brewin Dolphin. Advisers will be able to compare products, funds or DFM portfolios in a peer group on the same basis using the same data.
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Dec 14, 2023 | 
international-adviser.com | Alina Khan
The Financial Services Compensation Scheme (FSCS) has declared Birmingham-based BlueSky Wealth Management Ltd in default. According to the Financial Conduct Authority (FCA) register the firm has been in liquidation since April 2023. Since October 2020 it has been unable to dispose of, deal with or diminish the value of any of its assets as well as cease pension transfer advice. The FSCS told International Adviser that it has received eight claims so far that are pensions advice related.
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Dec 14, 2023 | 
international-adviser.com | Alina Khan
Paul Stanfield has stood down as secretary general of the European Federation of Financial Advisers and Financial Intermediaries (FECIF). The role has been taken over by Simon Colboc which was done as part of a managed succession plan at FECIF. Stanfield will continue to work with Colboc to ensure a smooth handover. The change was ratified at a recent FECIF board meeting.
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Dec 13, 2023 | 
international-adviser.com | Alina Khan
Wealth and asset manager TEAM has acquired the share capital of Neba Wealth and Neba Financial Solutions Private Ltd (Neba Singapore) for the sum of £1.181m to be satisfied with the issue of a loan note which is convertible into new TEAM shares. The newly created TEAM East division will comprise of Neba and all operations of the Globaleye Group which was acquired by the company earlier this year.
