Is charging initial advice fees bad for the industry?
One firm argues it fuels a culture of ‘complacency and inefficiency’ – but not everyone agrees
Author: Cristian Angeloni
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PEOPLE MOVES: Manulife, Kingswood, JO Hambro
Hong Kong and Macau CEO named by insurer, with a double hire for wealth manager’s board
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Four people charged with fraud over Panama Papers
Three have been arrested while the other ‘remains at large’
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UK regulator to simplify platform switches for investors
And stop clients from disinvesting before changing provider
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American firm makes fifth acquisition of 2019
To keep building out options for financial advisers
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US in the news: Amerilife closes M&A deal
A round-up of the latest people moves and M&A deals in North America
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How to advise clients with disabilities
Hearing loops, Skype, coloured paper, Braille and text-to-speech can help deliver financial planning
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PEOPLE MOVES: Kleinwort Hambros, ANZ, QB Partners
Wealth manager makes six hires, while Australian firm names Hong Kong CEO
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Legal victory for mini-bond victims
As judge rules in favour of appointment of independent trustee
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EU calls on America to fix Fatca
As it criticises the US for not reciprocating by signing up to the common reporting standard
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Investment manager creates Prod toolkit for advisers
They still need to work on their ‘to-do’ list as compliance is proving hard
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FCA in talks with Google over mini-bond online adverts ban
UK regulator aims to develop technology to check if firms are authorised