FCA fines Coinbase UK subsidiary £3.5m for onboarding high-risk clients
CB Payments Limited onboarded more than 13,000 high-risk clients who executed $226m worth of transactions
Tax & Regulation
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VCTs: Resilience and future prospects
VCTA’s Chris Lewis looks at the appeal of VCT’s even in turbulent times
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King’s Speech: Pensions reform and economic growth take centre stage
While Keir Starmer’s government will plan to introduce a Budget Responsibility Bill
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Concern for regulation drops in year following Consumer Duty
Increased concern over retaining existing clients and technology
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Vanguard launches research centre to help advisers with ‘great wealth transfer’
The centre will offer insights on investing, portfolio management and financial planning
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A third of wealth managers struggling with three-month long onboarding
Only 13% of professionals surveyed said onboarding takes a week or less
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FCA announces overhaul of listing rules in bid to boost UK IPOs
Removes the need for votes on significant or related party transactions
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Oakglen Wealth teams with Toscafund on IHT service
Featuring an Alternative Investment Market (Aim) model portfolio
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Square Mile updates 3D methodology to reflect SDR fund labels
Funds will be given a sustainability profile and rating
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Aegon criticises UK Isa plans as consultation deadline nears
Firm said proposed product will fail to meet Government objectives
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Ortec Finance: 8% of advisers and wealth managers believe company will not meet Consumer Duty deadline
FCA Consumer Duty compliance deadline 31 July
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Aegon launches CPD hub for advisers
The hub provides videos presented by industry experts