Hope William-Smith

Advisers “do an excellent job” encouraging long-term commitment from clients given it goes against their natural behavioural instincts, according to Legal & General Investment Management (LGIM).

The current market context means there is an equally strong case for advisers to be bearish and bullish about the future, according to T.Rowe Price.

Advisers may find some clients experience a dramatic difference in their pension statements compared to previous years on the back new rules on how to calculate the figures included in them, AJ says.

Almost all (86%) UK investors would put money into crypto assets if their traditional finance provider offered an opportunity, Avaloq says.

In this new interview series, Professional Adviser speaks with a range of people across the UK who have left their established career and turned their hand to financial advice.

City of London boutique wealth manager MKC Wealth has acquired Holborn Financial for an undisclosed sum.

We recently started a new project at Professional Adviser where we survey advisers and the wider industry for their anonymous views on a couple of timely questions each week.

The more than 12-month transition period from the current fee structure at St James’s Place (SJP) to the new model announced this morning (17 October) is likely to lead to “difficult conversations” between the firm’s advisers and its clients, according to The Lang Cat.

An adviser who says they experienced “direct discrimination and disability discrimination” when applying to the Financial Conduct Authority (FCA) for the authorisation of a new firm has had their case closed down by the Complaints Commissioner.

Clients who were ill-advised to transfer out of their defined benefit (DB) pension scheme are now due “significantly less compensation” compared to what they could have received at the start of last year, OAC says.