‘Wobbly bits’ title a disservice to important diversity progress
Syntax is vital for creating an inclusive industry
Industry
-
-
Huge decline in number of new managed portfolio launches
Just five launches have been reported to Morningstar this year
-
UK wealth manager buys London-based IFA firm
Acquired business offers advice predominantly to female high net worth clients
-
STM Group agrees revised offer to sell business
Potential acquirer has until 8 September to place a firm bid
-
Singapore police force investigates 329 scammers
Victims have lost around £5.5m
-
Wealth manager buys UK financial planning firm
As it bids to reach £1bn AuM over the next few years
-
UK tax tribunal delivers outcome on domicile case
Appeal results in reduction in taxes of around £100,000
-
Paraplanners call for better tech to help deliver value for clients
But 54% see AI as both an opportunity and a threat
-
The seven signs of a ‘progressive platform’
Companies that strive to improve ‘haven’t always been easy to find’
-
FCA to review treatment of politically exposed persons
Regulator will ‘take prompt action if any significant deficiencies are identified in the arrangements of any firm assessed’
-
Feifa unveils recruitment hub
To help member firms that have been ‘struggling to find appropriate people to fill roles that they have available’
-
Standard Life rolls out annuity
It will target customers focusing on ‘certainty and security’