PEOPLE MOVES: Curtis Banks, GSB, SFC
Sipp provider names interim CEO, while UAE advice firm makes c-suite change
Latest news
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Demand for later life financial planning surges
More than 60% of over-45s would meet with an adviser if given the opportunity
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Are there enough decumulation products?
As the industry continues to shift from DB schemes to alternative retirement income strategies
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Platform rolls out IHT index for advisers
To track liability trends for clients as their wealth increases
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Three UK advice firms go bust
A total of 10 claims have already been filed with the FSCS
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European life company CEO dies
Antonio Corpas passed away following an accident in December 2022
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SEC fines ex-Blackrock manager for conflict of interest
Randy Robertson has been handed a $250,000 penalty for failing to disclose ties to a film distribution company
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‘Godfather’ of UK financial planning dies
Paul Etheridge created the Institute of Financial Planning
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US to lower citizenship renunciation fee
It will go back to the same level introduced by Barack Obama in 2010
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UK financial services firms merge
Both companies have private wealth and advice offerings
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How expats in EU are getting around UK bank account closures
But there are issues they should keep in mind
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PEOPLE MOVES: The Pensions Regulator, SocGen, HSBC
UK watchdog names chief executive, while French giant hires head of private banking