The UK Financial Conduct Authority says it has taken further action with HMRC and the Metropolitan Police against suspected illegal peer-to-peer crypto trading across London, targeting three premises and issuing cease-and-desist letters to those involved. The FCA warned that anyone carrying on peer-to-peer crypto trading as a business in the ...
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By Lee Rossini
Intergenerational wealth is the transfer of financial assets, property, businesses and other resources from one generation to the next. For financial planners, it represents both a responsibility and an opportunity: preserving wealth is not only about managing investments, it is also about preparing families to make sound financial decisions across generations. According to the CFP Board, as substantial amounts of wealth are expected to change hands in coming decades, planners who build relationships with the whole family are better positioned to provide continuity and retain assets.
Read more...Subscribers are reminded that they can complete monthly CPD quizzes and claim CPD hours before the 31 May deadline. View the CPD FAQs for more on accessing the CPD quizzes.
