Advice tech firm eyes UK and US expansion after raising $18m
BNY Mellon and RBC invested in the company during a funding round
Industry
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Globaleye names managing director of APAC
He was previously at AAM Advisory and Friends Provident International
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FCA expects firms to make ‘fundamental changes’ for Consumer Duty
But it wants to work together with industry to ‘rebuild trust and confidence’
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Evelyn Partners buys tax advice firm
In a bid to expand its footprint in the north of England
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Wealth platform inks alternatives partnership with Amundi
Offering will be available to investors in Hong Kong and Singapore
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Investment management firm opens in France to serve US expats
‘If an American buys European financial products, they are penalised by the IRS,’ founder says
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PEOPLE MOVES: Brooks Macdonald, Sigma, Tenet&You
Chairman leaves investment manager, while UAE wealth firm names managing partner
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Menopause support for women lacking in financial services
Some feel this is caused by ageism and gender discrimination
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More firms found to have misled British Steel workers about redress
Four bad apples trying to avoid paying appropriate compensation for unsuitable advice turn out to be at least 15
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Unauthorised investment firm and director sued
FCA wants to recover £2.8m that was taken ‘unlawfully’ from retail investors
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PE-backed wealth manager takes minority stake in IFA firm
It is the first of many such deals the two-year-old company has planned
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Cigna to set up Saudi Arabia office
It is the first foreign insurer to be granted a licence