Are bonds set for a new dawn in multi-asset portfolios?
They ‘conspicuously failed to provide diversification benefits’ in 2022
United Kingdom
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Embark Group launches Scottish Widows platform for advisers
As part of Lloyds Banking Group’s £150m investment
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Duo jailed for six years over £500,000 cryptocurrency scam
As the FCA secures confiscation order against convicted investment adviser
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Copia Capital Management launches retirement portfolios
They will be available across 17 platforms
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Marlborough buys stake in UK advice firm
The independent status of the IFA company will not be affected by the investment
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PFS publishes Consumer Duty toolkit
In a bid to help firms develop beyond minimum requirements
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DB transfer values fall by 8%
As 95% of cases reviewed in June raised at least one scam warning flag
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Barclays combines UK wealth and private banking businesses
To improve customer and client experience
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Dominion Capital Strategies appoints global sales director
He was previously sales and marketing director for Uruguay-based wealth firm Aiva
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Tax reliefs ‘have been abused’, say UK MPs
As treasury committee welcomes a ‘comprehensive and systematic review’ of the regime
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Pension firm calls on UK govt to help speed up transfer delays
‘We must fight against what has become an accepted notion in the industry’
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SimplyBiz parent company reveals double acquisition
In a bid to bolster its offering for advisers