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The Morning Briefing: Calls for LoA overhaul and Cardale rebrand

Good morning and welcome to your Morning Briefing for Wednesday 17 January 2024. To get this in your inbox every morning click here. Calls for LoA overhaul Fintech boutique The Pension Lab has launched a collaborative initiative - #LogYourLoAPain - urging the financial services industry to estimate the cost of

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PEOPLE MOVES: CII Group, AJ Bell, UBS | International Adviser

PEOPLE MOVES: CII Group, AJ Bell, UBS | International Adviser
international-adviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from international-adviser.com Daily Mail and Mail on Sunday newspapers.

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Should advisers see AI as a threat to their business?

Should advisers see AI as a threat to their business?
international-adviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from international-adviser.com Daily Mail and Mail on Sunday newspapers.

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Succession planning: When is the right time, and how many plans should there be?

Succession planning for advisers tends to focus on the exit options available. Will they sell to an external buyer or will the baton be passed to the owner’s children or a younger adviser? Will the adviser want to phase their retirement by reducing their hours or do they want a clean break?

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Is financial advice too expensive – and just for the wealthy?

IA speaks with a number of firms to discuss cost, education, advice-guidance boundaries and value for money

United kingdomAndrew tullyDavid cookRichard baconJason coppardChet velaniSetul mehtaIan browneStuart pittawayFinancial services compensation schemeFinancial conduct authorityPenta groupLumin groupPenta group cookOpenwork partnershipInternational adviser