The massive tightening of financial conditions since late 2021 has produced a fixed income market vastly different from the stimulus-fueled environment during and following the pandemic. The cross currents generated by these changes will challenge investors again in 2024.
Facilitating adviser fees through a client’s pension can deliver valuable tax efficiencies, but the rules are complex and getting them wrong can have significant consequences. Fidelity Adviser Solutions’ practical guide explains the key considerations, authorised payment rules and common pitfalls, helping advisers ensure fee facilitation is both compliant and in their clients’ best interests. Download now
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