How will South Africa greylisting impact the advice market?
It becomes the second G20 country to warrant increased monitoring
Industry
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US in the news: Savant WM buys Atlanta advice firm
A round-up of people moves and M&A deals across North America
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7IM unveils retirement income solution
Pension freedoms ‘introduced a minefield of potential pitfalls’
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Should financial services firms partner with sports clubs?
There could be commercial benefits for companies as well as the opportunity to educate players
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PEOPLE MOVES: EFG, Omnis Investments, First Abu Dhabi Bank
Banking group bolsters Hong Kong operation, as investment firm hires chief executive
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What does sticky inflation mean for world economies?
Firms will ‘need to act to mitigate the effects of an inflationary environment’
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Retail investors need to start thinking ‘outside of the box’
Schroders’ Keith Wade believes that inflation is set to become much more of a problem over the next decade
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Private markets investment firm sets up wealth arm
It will be led by an ex-UBS managing director
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Inheritance tax regime must move with the times
IHT needs to be ‘addressed urgently in order to prevent further damage being done’
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UAE watchdog seeks views on family office regulation shake-up
Consultation ends on 24 March 2023
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‘Extremely difficult’ DIY platforms ‘refuse to deal’ with advisers
As do-it-yourself investment accounts hit all time high of 9.54 million
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DB transfer values stable after 37% slump last year
93% of cases raised at least one scam warning flag in January