Pensions is dominating client advice requests, with 9 in 10 new requests including retirement planning, according to a new report.
9 in 10 advisers apologised to clients for platform service
More than 9 in 10 financial advisers (95%) have had to apologise to clients for poor platform service in 2024, according to a new report.
Musk calls for abolishing consumer agency GOP has long targeted
X-owner Elon Musk took to his platform to agitate for the elimination of the CFPB, a consumer protection agency.
BlackRock, Vanguard accused of antitrust violations by Texas
The Texas AG leads a lawsuit against BlackRock, Vanguard, State Street, alleging asset managers’ influence on coal production led to higher energy prices.
Most seniors retire before age 65, study shows
Six out of 10 retirees leave the workforce earlier than they planned, according to a new Transamerica study. Here’s why — and how advisors can help.
Goldman Sachs on what 2025 might bring for markets
With interest rate easing cycles, geopolitical risk and post-election policies, experts looked forward to what’s ahead in the new year.
Ex-HMRC officer sentenced for financial adviser-linked crime
A sacked HM Revenue and Customs (HMRC) officer who abused her position to help her husband launder £3.3m of criminal money has been sentenced today.
Trump, taxes and markets: Key insights for investors
President-elect Donald Trump is bringing numerous changes to wealth management with his return to the White House, from the Tax Cuts and Jobs Act to Social Security.
Fidelity’s client-cash plans draw industry ire
Starting next year, all of its existing RIA non-retirement clients’ cash balances will be moved from higher-yield money market funds to FCASH — a lower-yield cash management product.
Complaints to Financial Ombudsman soar by 50%
The number of complaints received by the Financial Ombudsman Service climbed by more than 50% in the last three months.