GAM whistleblower triggered fund manager probe
Chief executive says group will protect employee who blew the lid off star manager’s conduct issues
Industry
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Financial advisers still have much to prove
Value for money and trust listed as key concerns by potential clients
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Ex-Beaufort clients the kernel of AFH wealth launch
Adviser scoops up £130m client book for an initial £50,000
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Int’l pension transfer unit to cut ties with overseas IFAs
Offshore advisers to be dealt with on an introducer-only basis
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PEOPLE MOVES: Credence Australia, Utmost, Pacific AM
Credence builds Australian presence, Utmost boosts actuarial team, Pacific AM nabs Aberdeen Standard trio
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Fund firms making shameful progress on diversity
Low levels of women, LGBT, non-white and the working class representation
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Platform woes prompt adviser rethink for key clients
Protecting high-paying clients from disruption is a priority for IFAs
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Second Brooks Macdonald man jumps ship in Jersey
Canaccord raids Brooks Macdonald International for intermediaries, HNWI, and charities push
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SEB Life pulls out of international markets except Nordics
No new business from advisers to be accepted after Sept 30
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Overhauling the UK investment platforms market
AJ Bell boss calls for more disclosure, guidance, transparency and the removal of a ban
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Generali to disrupt active asset management market
Venture with ex-Alliance Bernstein chief to undercut rivals on fees
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PEOPLE MOVES: Aberdeen Standard Investments, IA, Efama
ASI creates head of global insurance asset management role, while trade bodies Efama and the IA make changes at the top