FCA warns IFA over DB transfer advice
Advice given to customers, including members of the British Steel Pension Scheme, was ‘not compliant’
Industry
-
-
STM life subsidiaries suffer regulatory setback
But group states that ‘no action has been taken’ by the Gibraltar watchdog
-
UAE digital wealth manager eyes European expansion
It has hired a banking veteran to grow its operation across the continent
-
£15.6m increase in AuA at Hansard
‘Overall environment has remained challenging for investment and long-term savings plans’
-
Wealth manager opens office in Cambridge
A former True Potential financial planner has joined the company to run the operation
-
Capital Group launches US multi-asset fund in Hong Kong
It will be exclusively distributed by Bank of China
-
How ongoing suitability review costs are plaguing advice firms
Companies are considering strategies to manage their lower-value clients
-
UBS rolls out multi-asset emerging markets fund
It will be available in jurisdictions across Europe and Asia
-
PEOPLE MOVES: Utmost International, Manulife IM, LGT WM
Insurer bolsters Singapore operation, as investment manager names global head of retail
-
Is greenwashing a big problem for the financial advice market?
As HNWs admit scepticism and mistrust are preventing them from investing in green and social impact funds
-
Evelyn Partners adds four model portfolios to int’l MPS range
Strategies are defensive, conservative, growth and maximum growth
-
What advisers need to know about changes to Cyprus golden visa scheme
Programme was revamped to ‘eliminate weaknesses’