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Advice/guidance ‘middle way’ to play important role in drawing pension wealth


By Jack Gray

A ‘middle way’ between pension guidance and advice is likely to play an important role for a wider range of people than regulated advice is currently reaching, according to the Institute for Fiscal Studies (IFS)


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Platform business Wealthtime becomes fully integrated wealth manager

Wealthtime has become a fully integrated wealth management firm and rebranded to The Quanta Group, following the acquisition of Craven Street Wealth

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Professional investors concerned about lack of retirement support for clients

Less than two thirds (60 per cent) of professional investors feel they are either fully or almost fully financially prepared to help their clients in living for longer in retirement, research by Fidelity International has revealed

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People moves: Nucleus, Redington, and Aberdeen Investments

The latest appointments in the wealth management industry

FCA launches policy sprint to test targeted support journey

Financial Conduct Authority (FCA) chief executive, Nikhil Rathi, has said the idea that targeted support will not be optimised for every saver is a "necessary trade-off" to improve outcomes, confirming that the FCA is now running a policy sprint to test the plans

IA Engine adds seven fintech firms to Innovator and Advanced Access Programmes

The Investment Association’s (IA) fintech hub and accelerator, IA Engine, has announced the latest cohort of firms it has added to its Innovator and Advanced Access Programmes
Evelyn Partners completes sale of its professional services business

Evelyn Partners Group has completed the sale of its professional services business to funds advised by Apax Partners for an undisclosed amount

Rathbones AM adopts SDR labels on two funds

Rathbones Asset Management (AM) has notified the Financial Conduct Authority (FCA) of its intention to use Sustainability Disclosure Requirements (SDR) labels on two of its funds

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