2 in 3 UK adults have never tracked down lost pension
Intense Life Desires Three in five (60%) of the adults surveyed by Standard Life have never combined their...
Expense Tracking
UBS reports $8.6B outflows amid advisor exits
UBS’ Americas wealth management arm saw an $8.6 billion exodus of client assets in the...
Extending Inherited IRA Distributions Beyond 10 Years By Naming Intentionally Non-Designated Beneficiaries
Before the SECURE Act was passed in 2019, non-spouse heirs who inherited IRAs could ‘stretch’...
Iress and Moneyinfo team up for integration
Iress’ Xplan is currently used by 450 financial advice firms in the UK. Fintech firms...
Advisors still in ‘collective dabbler’ stage of AI adoption
Most financial advisors are still in the “collective dabbler” stage when it comes to adopting...
FCA plans to simplify UK short-selling regime
FCA HQ The FCA has today published plans to simplify the short selling regime in...
AI-fueled cyberattacks make security more challenging
Takeaways: Large language models are more vulnerable to AI-powered attacks Companies need to have cyber...
Helping Clients Live Intentionally With Charitable Giving
× Please contact your Firm’s Group Admin IAR CE is only available if your organization...
19% of over-55s unaware of pensions’ IHT liability
Over 55s could face IHT on pensions A fifth of HNWs aged 55 and over,...
Workers are shouldering more pension risk than ever
Traditional defined benefit pensions — once the cornerstone of retirement security — have largely vanished...