PEOPLE MOVES: Berkshire Hathaway, Canaccord Wealth, FCA, Tyndall IM
Legendary investor retires at 94
Author: Alex Sebastian
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Two thirds of advisers involved in family bust-ups over IHT
Planning more contentious than estate settlement
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Canaccord Wealth hires senior wealth planner from Brewin Dolphin
Joins with 25 years’ sector experience
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Jump in FOS complaints to 141k is ‘an unnerving trend’
49% higher than the same period the year before
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Charles Schwab rolls out thematic investing service in the UK
45 curated thematic areas
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Aberdeen: Overlooked mid-caps could be ‘attractive sweet spot’
Trading at record low valuations compared with large firms
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Quilter says IHT gifting rule used by just 2% of estates will spike in popularity
Just 1,490 estates have used the strategy
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Cash ISAs booming with £4.2bn inflow as government weighs reform
Deposits in banks and building societies rose by £7.4 bn
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PEOPLE MOVES: Clifton Group, Artemis, Fladgate LLP, Aberdeen
SIPP specialist names new managing director
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Rathbones’ Coombs: ‘We won’t be following the ‘hot’ investment flows into Europe’
Sceptical of shift some investors have made away from US assets
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FCA AI service will ‘enhance client trust’ in the technology
A regulated testing service will provide a ‘safety net’
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FCA to launch AI testing service
Open to feedback on the plans until 10 June