Page 4 - Technical Connection News Today

Advisers must work harder to win the next generation of clients who are young and more tech-savvy, research finds.

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Money Marketing is a monthly magazine for financial intermediaries, delivering breaking news, analysis, opinion, podcasts and video content. Register now for your free financial news updates.

Claire Trott, divisional director retirement and holistic planning at SJP Wealth Management and director of Technical Connection, is taking part in a '10 half marathons in 10 days' challenge in aid of the SJP Foundation next month.

Inheritance tax (IHT) receipts for April 2021 to March 2022 were £6.1bn, which is £0.7bn higher than in the same period 12 months earlier, latest data from HM Revenue & Customs (HMRC) revealed.

Good morning and welcome to your Morning Briefing for Tuesday 15 February, 2022. To get this in your inbox every morning click here. Glimmer of hope After a disappointing year in 2021, UK equities have outperformed their global peers in recent weeks. Inflation and cheap prices are indeed favouring movements of

Ocean Dial Asset Management Ocean Dial Asset Management, the London-based investment company that provides investors access to the Indian growth story, has named...

Professional Adviser’s inaugural Retirement Planning Roadshow will visit financial advisers at five venues across England in just four weeks’ time.

Grandparents who get advice more likely to plan for family’s future By Tom Higgins 26 th April 2021 2:43 pm Close to half of grandparents have no concrete plan to provide for their children and grandchildren financially according to a Salam survey. This is despite nearly nine in ten considering it important among people with investible assets in excess of £50,000. A key finding is the rate of those with plans for their grandchildren is much higher among those who ...

Advised clients still struggle with investment bonds - Sanlam Content by subject Professional Adviser hosts must-attend events for the financial adviser sector. The success and reach of the brand has enabled us to deliver a series of market-leading events, including our popular breakfast briefings, awards and conferences. Download and use the apps Access your subscription from outside of the office Get relevant news and insight straight to your inbox 500 clients questioned Lawence Cook: "Its ti...