PFS publishes Consumer Duty toolkit
In a bid to help firms develop beyond minimum requirements
Industry
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DB transfer values fall by 8%
As 95% of cases reviewed in June raised at least one scam warning flag
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Barclays combines UK wealth and private banking businesses
To improve customer and client experience
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PEOPLE MOVES: Coutts, Strabens Hall, Natixis IM
Chief executive steps down from private bank, as advice company names COO
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Why I became a financial adviser…
Victoria Ross was an investment banker before joining Progeny
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BlackRock enters Indian asset management industry with JFS JV
Joint venture will begin operations once regulatory sign-off is achieved
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Dominion Capital Strategies appoints global sales director
He was previously sales and marketing director for Uruguay-based wealth firm Aiva
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Tax reliefs ‘have been abused’, say UK MPs
As treasury committee welcomes a ‘comprehensive and systematic review’ of the regime
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Pension firm calls on UK govt to help speed up transfer delays
‘We must fight against what has become an accepted notion in the industry’
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SimplyBiz parent company reveals double acquisition
In a bid to bolster its offering for advisers
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Digital platforms have potential to tap into next-gen wealth in Asia
Wealth management sectors in key markets across region are set to bloom over the medium to long term
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7.4 million Brits unable to contact financial services providers
As only 36% of UK adults believe most firms are honest and transparent in the way they treat them