European advice firm creates insurance and property arms
In a bid to bolster its offering for clients
Industry
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DB pension transfer values rise by 4%
As activity falls to lowest level since September
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Singapore regulator to shake up marketing rules for financial products
To ensure investors ‘receive accurate information’
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FCA warns investors about mismanagement of trust schemes
UK watchdog says it has seen cases of trustees making ‘unsuitable investments’
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Banking group unveils wealth offering for UHNWs in UAE
As the region ‘fast emerges as the destination of choice for ultra-wealthy individuals’
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Will the Consumer Duty lead to an increase in advice fees?
Regulation is giving firms an opportunity to re-evaluate their charges
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HMRC rakes in record high of £7.1bn in IHT receipts
It is ‘no longer a tax only on the wealthiest estates’
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JP Morgan PB partners with financial education platform
To empower female clients across Asia with their individual wealth management journeys
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Wealth management veterans acquire financial advice company
Duo eye further M&A deals in 2023
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Another British Steel advice firm under investigation
Company dissolved in June 2022
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IA Interview – Will Goodhart – CEO of CFA UK
Chief executive of the professional body discusses a range of topics including the rise of ESG training
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Are IFAs too fixated on clients in retirement rather than next gen?
It is ‘natural’ for advisers to focus on older customers