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
Industry
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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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US in the news: Banking group names head of wealth management
A round-up of people moves and M&A deals across North America
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Global wealth firm sets up expat LTA advice service
Removing the lifetime allowance cap has ‘significant repercussions for those saving towards retirement’
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Walter Jopp named CEO at UAE insurance company
He was previously chief executive of Middle East at Zurich International Life
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UK regulator issues warning to three DFM senior managers
FCA says they were allegedly involved in a ‘coordinated arrangement’ which led to ‘customers suffering financially’
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Sony eyes listing of financial services operation
It could take place within the next two-to-three years
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Investec profits climb but assets dip as it prepares for Rathbones merger
FuM fell 4.5% to £61bn due to unfavourable market movements
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Why wealth firms should make mental health a priority
‘No one should struggle alone with their mental health’
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PEOPLE MOVES: Ardevora AM, CII, Evelyn Partners
Investment firm appoints CEO, as professional body names interim vice president for local institutes
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Why has Scotland become an attractive hub for advice firms?
It is ‘often the obvious next move’ for companies looking to expand
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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