Report reveals 'lack of interest' for ESG from advised clients
When asked what advisers value from providers, environmental, social, and corporate governance (ESG) issues came second to last at 2%.
Source: moneymarketing.co.uk
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The Morning Briefing: HFMC deal and the story that won't go away
Good morning and welcome to your Morning Briefing for Wednesday 6 December 2023. To get this in your inbox every morning click here. HFMC buys London-based IFA HFMC Wealth has acquired Harford Financial to bolster its London office and existing mortgage team. The transaction, which is HFMC’s fourth purchase of 2023,
Source: moneymarketing.co.uk
Poll: Has the Consumer Duty been a worthwhile exercise?
Recent research by Royal London and the Lang Cat found that the majority of advisers feel the Consumer Duty has been a “worthwhile” exercise.
Source: moneymarketing.co.uk
Legal & General moves to digital LoA to speed up processes
Legal & General has signed to implement data tech provider Origo’s Unipass Letter of Authority (LoA) service across its workplace pensions business.
Source: moneymarketing.co.uk
Evolution in motion: The changing face of practice management systems
Nick Eatock looks adviser practice management systems and how they can meet the challenge of meeting users' sometimes conflicting demands...
Source: professionaladviser.com