Survey shows many Canadians not keeping track of financial information crucial for estate planning
Legal tech company polled 2,000 Canadians
Source: canadianlawyermag.com
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Advisor Claims LPL Ran a 'Classic Corporate Raid' On His Firm
Mark Lamkin was formerly affiliated with LPL Financial, but claimed the IBD executed a "classic corporate raid" on his firm, Lamkin Wealth Management.
Source: wealthmanagement.com
Charity hires former Liberal Democrat voluntary sector spokesperson as next chief
Jenny Willott held the party’s charity brief between 2009 and 2010
Source: thirdsector.co.uk
Could the Consumer Duty make it harder for vulnerable clients to get advice?
Ensuring that clients in vulnerable circumstances are treated fairly and are not disadvantaged by their situation has been a key objective for the FCA in recent years. So, the Consumer Duty was inevitably going to build on, and tighten up, the earlier rules and guidance around vulnerability. Given the duty’s focus on
Source: moneymarketing.co.uk
How technology is improving estate planning
Rising inheritance tax (IHT) receipts are a great reminder of why estate planning is so important – not only for the very wealthy. The nil rate band has been frozen at £325,000 since the 2010/11 tax year and this – along with the £175,000 main residence nil-rate band applied to property being passed to direct
Source: moneymarketing.co.uk