FCA eyes replacement to Priips regime
‘The current rules make it very difficult for consumers to get the information they need’
Industry
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HNW investors prefer human touch over robo advice
‘Highly trusted source of advice that will not be easily replaced’
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10% drop rule ripped up by UK government
‘Detrimental’ regulation abolished as part of chancellor’s Edinburgh reforms
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Morningstar unveils research portal for advisers
To help them provide personalised advice to their clients
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Global wealth manager merges with family office
Combined company will oversee $29bn in assets
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FCA begins targeted review of appointed representatives
It is writing to principal firms requesting mandatory information about their ARs
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Global wealth firm opens office in Dubai
Months after it was acquired by US-headquartered advice group Focus Financial
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Schroders subsidiary buys 51% stake in advice network
Acquired business has £2bn of assets under management
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US in the news: Trade Capital Holding gets broker-dealer licence
A round-up of people moves and M&A deals across North America
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UK to scrap Priips regulation
It has been criticised for the misleading information that it provided to investors
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Investors Trust and QB Partners join forces
Partnership aims to help advisers with tax, trust, estate and pension planning issues
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Two more advice firms shut up shop in the UK
A total of 22 claims have already been filed with the FSCS