American investment firm inks third Italy deal in six months
As it expands distribution channels in the country
Author: Cristian Angeloni
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Are collectibles a sensible investment?
Many have been turning to art, cars, wine and even music royalties as a diversification strategy
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PEOPLE MOVES: Embark, Zurich, Old Mutual International
Digital retirement provider hires platform lead, with insurer making double hire in Singapore
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Australian life insurer fined A$700,000 for ‘hawking’
It used a telemarketing firm to cold-call clients
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Are pre-nups a wealth management tool?
While the contract has been criticised as ‘unromantic’, it can make financial planning easier
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Financial advice can boost wealth by £47,000 in a decade
But ‘only a minority of the UK population’ has seen a planning professional
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IFAs still confused by nil rate band rules
Some are uncertain about tax penalties and what the limit is for gifts
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Advisers need to focus more on segmentation
As 70% still categorise clients according to assets under management
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High earners face fines over unreported pension contributions
‘Shocking saga around the annual allowance for pension tax relief gets worse’
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UK regulator bans marketing of speculative mini-bonds
As London Capital & Finance victims see move as the FCA ‘admitting we were mis-sold’
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PEOPLE MOVES: AIA, Carrick Wealth, Deutsche Bank WM
CEO shuffle at Asian life insurer, as group managing director leaves South African wealth firm
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Nearly 20 UK advisory firms declared in default
Between August and October 2019 and they were based all over the country