Platform unveils AI tool for UK and international operations
It will examine certain client behaviour patterns that indicate a need for financial advice
Regions
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Chase de Vere draws comparisons with SJP over sales culture
Advice firm hits back at claims its culture is focused on sales rather than clients
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UK pension tax relief reform cannot just be ‘political play’
Industry worried that 20% cut would do ‘more harm than good’
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Cross-border pension firm enters international Sipp market
Product is specifically designed for British expats following demand from advisers
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Axa sells off central and eastern Europe life operations
While UK IFA firm makes its first Scottish acquisition
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US in the news: Broadridge names president
A round-up of the latest people moves and M&A deals in North America
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PEOPLE MOVES: Credit Suisse, Openwork, SJP
Shock departure at Swiss banking giant, while advisory network makes c-suite hire
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Prudential eyes full ownership of Chinese joint venture
Authorities could be incentivised to act quickly to boost foreign investment post-coronavirus
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What does Brexit mean for the Qrops overseas transfer charge?
Just one of thousands of details that need to be clarified
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UK regulator warns platforms over buy list fund discount
Wealth 50 constituent Woodford Equity Income slashed fees by a third for HL customers
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US authorities ban another banker over 1MDB
The ex-Goldman Sachs senior executive failed to ‘escalate Jho Low’s involvement in the bond offerings’
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Wells Fargo to pay $79m in settlement to advisers
After class action alleged he had been cheated out deferred compensation Written by Bruce Kelly