2019 was a good year for UK advisers
Despite regulatory burdens and increasing costs
Regions
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CISI payment breach leaves members vulnerable to fraud
It recommends people check their credit card and bank statements
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US in the news: Wealth manager hires VP from BNY Mellon
A round-up of the latest people moves and M&A deals in North America
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Former chief executive of Aegon Spain dies
Jesús Quintanal passed away on 31 March 2020
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UK regulator forks out £90,000 in fraudulent ads fight
FCA forced to pay for its own adverts to battle misleading promotions on Google
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Warning over ‘absurd tax’ triggered by UK pension withdrawals
People accessing their pots to cope with effects of covid-19 should seek financial advice
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Top tips for advisers working from home during covid-19
Shifting to a home-based daily life can be tough but is essential for firms to survive
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PEOPLE MOVES: Quilter, Allianz Partners, Alliance Bernstein
UK-based firm restructures its national advice business, while insurer names APAC chief
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CII rejigs schedule for tax, trust and financial planning exams
Ensuring future capacity and access to professional advice ‘has never been more critical’
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Nucleus offers ‘mass customisation’ to customers
Investment approach can be tailored to each client, regardless of the size of their assets
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HSBC UK teams up with Fidelity for Sipp
To target 1.22 million qualifying customers
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Tilney and Smith & Williamson merger delayed
‘Unprecedented circumstances have inevitably led’ to a postponement in the M&A deal