Adopting the mantra of the World Cup-winning Springboks
South African Best Practice winners talk about meeting challenges but remaining optimistic
Regions
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Australian firm stops managed discretionary account services
Following imposition of tailored licence conditions by regulator
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Private bank expands offering with model portfolio service
Total cost to the client will be capped at no more than 1.5%-1.95%
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Insurance products are 30 to 40 years out-of-date
As current policies only fully cover the needs of 18% of UK population, one insurer claims
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UK tax collector brings in £45m via mediation
But a law firm flags worrying drop in how often it was used in 2018/19
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Aussie regulator to take NAB to court over fees
Bank has set aside more than A$2bn for customer-related compensation
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DFM makes strides in IFA space with London acquisition
As Fairstone Group completes its eighth M&A deal of the year
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UK advisers on the hook as life boat scheme seeks extra £46m
Main area of claims is in relation to pensions, says Financial Services Compensation Scheme
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Is charging initial advice fees bad for the industry?
One firm argues it fuels a culture of ‘complacency and inefficiency’ – but not everyone agrees
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PEOPLE MOVES: Manulife, Kingswood, JO Hambro
Hong Kong and Macau CEO named by insurer, with a double hire for wealth manager’s board
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Ex-Goldman Sachs director charged in US over 1MDB role
The SEC has issued a penalty of $43.7m in accordance to a separate forfeiture order
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Vanguard and fintech firm form China wealth partnership
Joint venture will offer an investment advisory service to the country’s retail market