MitonOptimal splits with advice firm after just 2 years
Move sees investment manager exit the Isle of Man
Latest news
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Aussie regulator tightens licence conditions of two advice firms
Request to make investment decisions on behalf of clients raised red flags
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Financial planner bought by UK wealth manager
Inaugural acquisition adds £85m to firm’s £400m AuM
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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
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Quilter’s advisory network to buy AIM-listed firm
Chief executive among departures expected post-acquisition
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NRIs to get degree equivalence in UAE
Wording issues meant many qualifications were not recognised in the Gulf region
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PEOPLE MOVES: Royal London AM, Columbia Threadneedle Investments
Non-executive director joins Royal London’s board and German expansion for Columbia Threadneedle
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Pension tax issues to be tackled by HMRC-led industry group
Move follows guaranteed minimum pension equalisation for men and women
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Canadian firm unveils gender affirmation surgery cover
All transgender clients will be able to access it through the company’s health care plans
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Over 125,000 people have lost money to pension scams
Around a quarter of a million retirees have been contacted by fraudsters at least once
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Advisory firm boss charged with stealing $6m
He also defrauded investors by inflating their bills
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UK regulator bans ‘inherently flawed product’
Move could save investors up to £17m a year and reduce risk of fraud