Kingswood eyes Asia acquisition
As it secures millions to fund its M&A pipeline
Author: Cristian Angeloni
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UK taxman faces lawsuit over Fatca
Handing over data of US citizens living in Britain could breach EU regulations
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Seven US states sue regulator over client transparency policy
They argue that retail clients are still exposed to potential harm
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Women could miss out on £10,000 in their pension pot
But opting out of contributions could see UK retirees lose £1.75bn
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Advice firms need to embrace softer skills
Both men and women need to be more emotionally astute
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Majority of Brits baffled by IHT allowances
They believe they will inherit over £200,000 more than they will actually get
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Eight in 10 wealth firms fail at technology
Bad digital services risk driving future clients away
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PEOPLE MOVES: Aegon, HSBC GAM, Columbia Threadneedle
Insurer names UK chief exec, as global asset manager promotes to fill CIO role
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US rolls out tax relief for those who gave up citizenship
So-called Accidetial Americans stand to benefit as the IRS confirms who is eligible to apply
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St James’s Place under fire again over adviser incentives
As chief executive pledges to review the firm’s reward schemes which include luxury trips
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Axa eyes sale of Malaysian life business
Following moves by other foreign insurers such as Prudential and Zurich to sell minority stakes
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St James’s Place and CII focus on vulnerable client training
In a qualification exclusive to the wealth management firm