Sun Life rolls out wealth accumulation plan in Hong Kong
To help clients protect their assets against market fluctuations
Industry
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PEOPLE MOVES: UBS, Hymans Robertson, AIG Life
Wealth manager bolsters Jersey operation, as pension consultancy firm names senior partner
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Why inheritance tax planning is vital for advice clients
‘Avoiding difficult or complicated conversations and decisions leads to problems’
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Rathbones expects high inflation to continue despite OBR prediction
‘Near 0% interest rates of yesteryear seem confined to history’
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Private bank eyes growth in UK external asset management market
Company says it has a ‘valuable’ proposition for the sector
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Isle of Man regulator unveils implementation of new fee structure
Watchdog will continue to ‘focus on providing value for money and maintaining standards of excellence’
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IFA group buys Scottish advice firm
As it completes the acquisition of a Leamington Spa-based company
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Ex-Abrdn Financial Planning head sets up advice company
Firm eyes 16 more advisers to join the business
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Increase in UK state pension age set to be scrapped
Decision is ‘kicking an inevitability down the road’
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DB pension transfers excluded from advice-guidance review
But FCA says that accumulation and decumulation products will be part of the analysis
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High earning Brits seek advisers’ help with rising tax bills
As a third are unaware of their current tax bracket
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Wealthtech firm creates alternatives offering
Following demand for better access to private markets