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I’ve polished my strategy through my daughters’ portfolio
Consultancy comes under attack on conflicts of interest in bankruptcy work
A snapshot of the leading advisers across the US market and the client bases they serve. Plus, we investigate how companies have escaped a fee squeeze from clients and why a court ruling could mean increased liability for advisers when it comes to misleading messages on investments.
Median assets were flat for the first time since 2015, but client numbers rose
Advisers hold a privileged position but others say they are not scrutinised enough
FT 300 adviser uses gender-based criteria to make investments
Service providers have taken the pain on pricing
Landmark decision has raised the stakes for distributing investment material
FT 300 adviser discovered an appetite for help with charitable donations
Create your own set of rules and you’ll find your financial life less stressful
Securities regulator says move will protect consumers without being too costly
SEC is to vote on landmark regulation trying to tackle conflicts of interest
Women still feel unwelcome in an industry full of jargon
Environmental concerns matter as much as returns to younger wealth management clients
Millions are priced out of the market and unaware of free help available
Better regulation — not more regulation — is needed to protect consumers
The way we approach our finances could all be down to psychology
Too many families fail to have a conversation about the money they’re passing on
The FCA’s fresh look at the retail investment market could bring down the cost of advice
We present our latest listing of best-in-class financial advisers in the US. Also, we discuss the importance of good advice in inheritance planning; how to guard against market volatility; pros and cons of financial planning online tools; and growing investor interest in US opportunity zones
‘Our research and our results indicate that the extra cost has been well worth it’
Where there’s a will, there’s a way, say family confidants
Broker-dealers are at loggerheads over scrapped payments
Advisers must prepare clients for ups and downs
Best in class: we present the leading US professionals, listed by state or territory, and provide the research methodology
