Lombard Odier bolsters Japan offering with partnership
Agreement expands on deal signed in Singapore in 2018
Industry
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US watchdog eyes stricter regulations for advisers
To ensure they ‘don’t inappropriately use, lose, or abuse investors’ assets’
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European fintech firms join forces to offer wealth tools
In a bid to help advice companies adapt to the digital world
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Advice businesses should strive for high professional standards
Raising the bar doesn’t just benefit clients but companies too
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What can investors do to tackle the 60/40 portfolio issue?
Market is ‘not all doom and gloom’ despite challenges
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Accountancy group sets up wealth management arm
Company hires former director of an SJP partner firm to run the operation
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UK-Romanian boiler room fraud losses hit £1m
Investigation has found over 4,700 victims – but numbers expected to rise
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Schroders and Maybank AM launch shariah-compliant fund
It aims to pay out 7% annually
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European white-label platform unveils six ETF model portfolios
Financial advisers will be able to license them for free
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How advice firms should tackle compliance and risk
Both go hand-in-hand to advance the strength of an organisation
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Ireland to scrap ‘golden visa’ scheme
Following a review of the ‘continuing appropriateness and suitability’ of the programme
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Pressure mounts over MPAA reforms
But Treasury holds its ground despite growing number of over-55s breaching the tax-free contribution limit