Tech-embracing advice firms generate 54% more revenue
Technology is the ‘make-or-break’ factor for companies in the industry
Author: Fiona Nicolson
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Bribery claims against former managers of £21m Cayman fund upheld
Liquidator of the pension fund plans to continue efforts to ‘maximise recovery’
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Octopus Group launches financial coaching and advice operation
It will invest £50m to grow the newly-created business
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Advised platform net sales down 49% year-on-year
‘All the same headwinds that faced investors last year remain’
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Two brothers convicted for taking £750,000 out of failed investment firm
They ‘masqueraded’ as an authorised company to ‘defraud consumers’
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Third IFA firm reprimanded over unsolicited offers to ex-BSPS members
As FCA sends ‘Dear CEO’ letter about companies using online portals of third-party actuarial providers to calculate redress
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76% of advisers plan to retire in the next 10 years
More than half haven’t told their clients yet
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Most expats in Middle East more financially secure than last year
There is a ‘clear trend of economic prosperity’ in the region
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UK financial regulator secures £130,000 to return to investors
They were victims of unauthorised investment arrangements and advice
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63% of Brits more likely to invest when firm is FSCS protected
As just a quarter trust the financial services industry to act in the best interests of its customers
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Brazil unveils changes to tax rules
Trusts included for the first time
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Jersey plans to increase minimum tax for new high-earning residents
Threshold would rise to £250,000 under legislation proposed