A third of wealth managers struggling with three-month long onboarding
Only 13% of professionals surveyed said onboarding takes a week or less
Tax & Regulation
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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
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Estate planning: Business Relief allows clients to retain control of their wealth
With IHT receipts increasing, Triple Point’s Diana French looks at the role Business Relief can play in effective estate planning
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UKSIF and IA publish guidance for SDR consumer-facing disclosures
Investors should include information such as labels as well as sustainability objectives and metrics
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IHT receipts up again as HMRC stays on track for £9.5bn by 2030
HMRC reported an IHT take of £700m in April
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FCA charges nine finfluencers over unauthorised investment scheme
Defendants will appear in court on 13 June
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‘Back to the Dark Ages’: Industry calls for FCA consultation amid trust test-taking woes
Platforms requiring retail investors to undertake knowledge tests before buying certain trusts is bruising the already-ailing sector