Redress liabilities in relation to defined benefit (DB) transfer advice are likely to be below 5% of the transfer value advised, according to First Actuarial analysis.
If the spread of investment outcomes is wide, so too is the sweep of the pendulum in investor sentiment. First, the pendulum starts to swing, gaining force as the stories get better, the promises ...
Artificial intelligence (AI)-driven financial advice could be key to bridging the widening trust gap between advisers and the next generation of wealth holders, according to research by AI fintech ...