What will be the new way of working for financial advisers as we move back to normal? Some advisers have a clear view.
New Model Adviser considers just how much financial advice will move online permanently – indeed it is striking that at least one advice firm quoted believes the sector has moved on ten years during the pandemic by embracing technology such as Zoom.
The Office of Tax Simplication makes 14 recommendations for reform of Capital Gains Tax which potentially include some breathing space for property owners and divorcees.
This is a debate I expect to come increasingly to the fore - Eimear Toomey the head of responsible investment at Quilter Investors is encouraging investors to hold fund managers to account over their ESG claims. There is some risk of reputational damage, which we have to hope most asset managers are alive to.
Advisors have cautiously welcomed the acquisition of CashCalc by FE FundInfo but warned that success depends on whether the tool will continue to be developed and invested in. It is good to see additional adviser comments rather than one and done headlines which can sometimes be the case with such stories.
In its weekend essay, Money Marketing considers how to make financial advice attractive to young investors.
Huw Evans is stepping down as director general of the ABI and joining KPMG.
Investec Wealth and Investment is on the hunt for acquisitions.