PEOPLE MOVES: Utmost Wealth Solutions, T Rowe Price, Rothschild & Co
Insurance provider names head of sales for France, as international CEO retires from asset manager
United Kingdom
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UK-based financial advice firm declared in default
With the FSCS receiving eight claims against the company
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UK wealth manager sets up Norwich advice operation
Firm has hired PFS Chartered Financial Planner of the Year 2023 to lead the arm
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How will UK/EU financial services agreement impact advice firms?
MoU ‘is a welcome commitment from both sides’
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FCA widens retail investors and pensions access to LTAFs
UK regulator is seeking views on whether the FSCS protections should be available for Long Term Asset Funds
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How should investors protect their portfolio?
Morningstar IM discusses what advice clients need to know about the financial markets
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One-in-five Brits regret not planning for retirement earlier
This rises to 27% for UK adults aged between 35 and 54
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Global financial wealth shrinks for first time in 15 years
But decline expected to be short-lived with a 5% rebound predicted
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EU-style wealth tax en route to the UK?
It might encourage a shift in how the wealthy Brits invest
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19 million Brits over 50 will not consider annuities
Less than a third have or would contemplate buying one
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Another IFA banned from providing advice on pension transfers
FCA has also prohibited him from holding any senior management function in a regulated firm
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How UK advice clients should plan for a Labour government
Brits with savings can make decisions now to protect their wealth for the future