FCA issues 146 alerts on first day of new crypto marketing rules
Firms promoting crypto-assets in UK must adhere to new laws
Industry
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Explaining the change in clients’ pension statement values
For any statement issued after 1 October 2023
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Tax-efficient investing – a calendar for advisers
What to look at – and when – to mitigate the rush of activity that can otherwise come at the end of the tax year
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Bowmoor Capital launches Guernsey-domiciled fund
In partnership with Zeta Asset Management
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FCA revokes Irish adviser’s temporary permissions
Business can no longer undertake regulated activity in UK
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Sustainability Disclosure Requirements on track for Q4 – FCA
Update on the SDR consultation and where the FCA will provide further guidance
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UK advice firm acquires Yorkshire-based business
As it plans to buy more firms as part of its growth strategy
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1 in 30 HNW individuals relying 100% on their homes to fund retirement
As house prices and trends in the overall housing market raises concerns about retirement plans
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People Moves: SJP, HSBC, Quilter Cheviot
Investment manager hires chief investment officer, as wealth manager makes five hires
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Platform One rolls out new software to advice firms in Middle East and Asia
To help eliminate spreadsheets and avoid human error
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Quilter increases withdrawal amount on platform as part of upgrades
As well as giving advisers the ability to co-brand
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Dynamic Planner integrates system with CURO
Allowing all client information and valuation data to automatically pull through to different processes