FCA wary of equity release harm to retirees
As data finds homeowners accessed £13bn via later life products since April 2015
Regions
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Big shake-up of Swiss trust regulation
Changes could see costs rise and ramp up consolidation
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Fidelity plans global ‘expansion’ of digital wealth offering
As it says team of 40 is helping grow the business in several markets across the world
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US in the news: Private wealth firm names CEO
A round-up of the latest people moves and M&A deals in North America
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UK passes cross-border tax disclosure law
Following EU push to increase transparency and tackle tax avoidance and evasion
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PEOPLE MOVES: Sesame Bankhall, Amundi, Deutsche Bank WM
C-suite hire at financial advice group, while French asset manager bolsters Luxembourg operation
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Brits do not know where to find advisers
Bank and building society closures are squeezing access to advice
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Single mum to appeal Guernsey pension trustee ruling
She describes representing herself in court as ‘nerve wracking’
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Diversity and inclusion duo partner on ‘returnship’ programme
The initiative will create ‘supported routes back to work’ for people who took career breaks
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Defaqto unveils pension switching tool
Advisers can select from over 800 funds and managed portfolio services
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Trust planning a blind spot for international advisers
They have a reputation of being ‘complicated and difficult to set up’
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Four British Steel pension scheme complaints rejected
As Pensions Ombudsman found ‘no evidence of scaremongering’ and ruled in favour of trustee