Mark Kiddell News Today

Companies are considering strategies to manage their lower-value clients

Advice firms are finding it hard to provide ongoing suitability reviews to lower-value clients without incurring losses.

Wealth Wizards conducted research among medium to large-sized advice firms, which revealed that these firms serve an average of 2,000-3,000 customers with

He said: “The decision today effectively kicks the can down the road to past the next election. This and the potential further delay to the pensions

The government’s plan to accelerate the increase to the state pension age (SPA) has been postponed with a decision now due after the next general election.

Commenting on the data, Mark Kiddell, Chief Commercial Officer, Wealth Wizards, said: “This is a fantastic result for our new Benefits Calculator, which shows

Ayesha Venkataraman gauges the industry's reaction to news that the regulator plans to review the boundary between advice and guidance…

Ricoh UK Using Wellbeing Application MyEva to Support Employees with Financial Planning

Wealth Wizards has introduced a new software solution, Turo Wellbeing, offering financial firms the technology to provide self-service guidance and regulated advice with the option of triage to a human adviser.

Advice firms that expand through mergers and acquisitions need to use technology better to increase profits, Wealth Wizards says.