SJP rebellion over lost holiday could breach rules
Adviser ‘strike’ could put them on the wrong side of the FCA
Regions
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Pensions bill ‘one of biggest failings of UK policy’
But it tackles pension dashboards and collective defined contribution schemes’ establishment
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IFA acquires pension planning specialist
It has now made six M&A deals this year
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Australian gov’t to set up financial planning watchdog by 2021
It is taking action on all 76 recommendations contained in the final report of the Royal Commission
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Fraudulent £1m investment firms wound up
They were linked to two companies previously shut down by the Insolvency Service
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US in the news: New York life insurer makes CFO hire
A round-up of the latest people moves and M&A deals in North America
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US financial giant opens up Singapore trust company
It will look to build its team and operations in Asia and the Middle East
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Women changing the wealth landscape in the Middle East
Between 20% and 40% of wealth in the region is held by or for women
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FCA denied additional powers
As relationship between Treasury and regulators deemed enough
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UK government urged to review pension allowances
HMRC told to work with schools to improve public’s understanding of tax and finance
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How to help spell out ESG in the wealth sector
With more HNWIs looking towards green investing, firms need to open ‘active dialogues’ with clients
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Singapore regulator bans four advisers over misconduct
Three insurance agents and a bank employee misappropriated client funds