Tech provider rolls out reviewer tool for advisers
Software will be able to create client pension and investment reports ‘in minutes’
Investment
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Oman and UAE banks eye high net worth market
Wealth management centre and investment solutions on agenda to grow client offering
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Thousands in UK lose lifetime allowance protection
People are facing ‘huge’ tax bills as a result – but a court ruling could give them a glimmer of hope
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Fine wine ‘safer’ option among alternative investments
It has outperformed hedge funds, real estate, commodities and fine art
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17 years in jail for wine investment scammers
‘Sucker list’ used to cold-call victims
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UK court shuts down renewable energy investment firm
It accepted millions of pounds from members of the public
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Jane vs Joe: mapping out the gender pay gap
It is well-known that women tend to earn less than men – but what are the true consequences of that?
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US global insurance boss charged with political bribery
He tried to get the commissioner for insurance to favour his companies
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US wealth manager rolls out investment tax calculator
Investors and financial advisers ‘need more information and better tools’
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Sustainable investment interest not turning into action
‘There is more work to do’ in taking the ESG message to financial advisers
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Are investors overlooking Africa?
While the continent ‘hasn’t marketed itself well’, there is investment potential
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Lost insurance and pension schemes earmarked for charity
Calls to expand reach of dormant asset initiative to investments and other financial products