PEOPLE MOVES: Kingswood, 7IM, HSBC Private Bank
Three senior promotions and a hire at wealth firm, while investment manager’s co-founder retires
Regions
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Is there a DB transfer mis-selling scandal looming?
Issue is ‘more widespread’ than people in the advice sector think
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South African business sells off insurance arm
As Newcastle-based advice firm makes first acquisition in M&A pipeline
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Brits’ inheritance will provide helping hand with property
Saving and investing also remains a key option for inheritors
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ANZ wealth arm sale gets green light
After it was stalled by regulator last year over potential IOOF managers disqualification
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China raises ownership cap on joint-venture life firms
It will allow foreign investors to own up to 51% before scrapping the limit during 2020
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Judge steps down from Old Mutual dispute with ex-CEO
South African insurer says it ‘had no choice’ but apply for him to be recused
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Look beyond AUM when segmenting clients, says UK regulator
As it tackles ’emotive subject’ of fees: ‘We don’t expect advisers to be charities’
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Singapore financial planner charged with insurance fraud
Clients were allegedly cheated out of more than S$22,000 in premiums
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AMP to phase out ongoing advice agreements
To be replaced with annual ones following Royal Commission recommendations
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Stop looking at succession planning just through prism of IHT
More can be gained by emphasising strategy and governance over tax
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US in the news: Evercore Wealth Management makes CEO change
A round-up of the latest people moves and M&A deals in North America