The National Audit Office publishes a report on its investigation into how steelworkers lost out when they received financial advice following a Tata Steel overhaul Steelworkers lost tens of thousands of pounds ( Image: Getty) Steelworkers ripped off by pension advisers have lost an average of £82,000 each – withRead More →
On March 11, 2022, the government published the final terms of reference for the planned quality of advice review. Keys to go Following consultations, the government has published the final terms of reference for the planned “quality of advice” review which is expected to be completed in 2022. The reviewRead More →
Protection advisers should be careful not to focus solely on the primary breadwinner when writing coverage, the Women in Protection executive committee said. Emma Thomson, Shelli Bentley, Catherine Trimble and Georgia d’Esterre said it can be difficult for women to get the right coverage in place as they are oftenRead More →
Financial advice is a constantly evolving service. Advisors are all aware that they need to keep up with regulatory and legislative changes, but it’s also important to keep up with less obvious changes such as technology trends and the advice process itself. There are many key deliverables in financial advice.Read More →
For high net worth individuals, typical banking experience might not be enough. Instead, they may need a private bank, which offers a much higher and more personal level of service. Private banking is a common term used to describe the wealth management services offered by a bank, according to DavidRead More →
Your friends know you and trust you. They know what you do for a living. The stock market is volatile. Why don’t they ask for advice? Here are some reasons. 1. They think you don’t do business with friends. The reason you never asked them is the same reasonRead More →
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Welcome to Mortgage Rundown, a brief overview of the real estate finance landscape in Canada from a mortgage strategist Robert McLister. Mortgage buyers rarely receive truly impartial advice in this country. This is something the mortgage industry in Canada does not like to talk about. Of course, you can goRead More →