Pension freedoms reform proposals ‘deeply controversial’
Capping the 25% tax-free lump sum could disincentivise people from saving into a pot
Industry
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US in the news: Sanctuary Wealth names CEO
A round-up of people moves and M&A deals across North America
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8,600 ads blocked in FCA crackdown on financial promotions
14 times more than in 2021
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PEOPLE MOVES: Abrdn, LGT WM, Deutsche Bank
Asset manager hires CIO, as wealth firm promotes five to partner
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Why I became a financial adviser…
Ryan Jagt previously worked at McDonald’s before joining the industry
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Focus Financial in talks with PE firm over sale
There is no certainty that a deal will be agreed
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Charles Schwab unveils retail investment offering in UK
To allow Brits to buy and sell US equities, bonds, and options
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Robeco sells Dutch online investment platform
To focus on its business in the wholesale and institutional markets
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US wealthtech firm sets up Edinburgh office
It is ‘actively recruiting’ to bolster the UK operation
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Investment bank and Hargreaves enter platform partnership
Rex, to be rebranded as Retailbook, enables retail investors to carry out capital market transactions
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Q4 2022 ‘worst quarter’ on record for advised platforms
Total assets down £35bn year-on-year
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Ex-Hoxton and Nexus adviser sets up UAE firm
Founder says company will be ‘geared towards quality’ and not the ‘old school sales approach’