Wealth managers and advisers miss out on intergenerational business
‘They should contact family members of clients who might value support after a major inheritance’
Industry
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Fatca restrictions ‘neither proportionate, nor necessary’
EU report questions compatibility of US legislation with European data privacy provision
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Pension industry hopeful after rumours of tax allowances review
‘These need an urgent overhaul, particularly at a time of rampant inflation’
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Kingswood enters Ireland with seventh acquisition of 2022
Deal brings group assets under advice to more than £10bn
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How advice firms can deal with current economic climate
IFA owners ‘should get a grip of the key risks facing the business’
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US in the news: Summit Financial names CIO
A round-up of people moves and M&A deals across North America
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PEOPLE MOVES: Eastspring Investments, IQ-EQ, Deutsche Bank
Investment firm names head of international distribution, while investor group appoints MD for Belgium
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From semi-professional rugby to financial advice
IA speaks with one of the first graduates of the St James’s Place academy
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Blacktower granted Cayman broker dealer licence
It was already authorised to carry out full securities and investment business in the country
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Schroders launches food and water fund in Singapore
It will be exclusively offered to HSBC’s retail banking clients in the country
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Aviva tops pension complaints list
But just 24% of cases were upheld in H1 2022, Ombudsman data shows
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Over 90% of pension transfer requests flagged as scams – again
As transfer values fall below £200,000 for the first time since 2016 making the return of annuities more appealing