Seven steps for better platform client outcomes
From banning exit charges to drawing on the platform industry to tackle orphan clients, the Financial Conduct Authority has outlined seven remedies to improve consumer outcomes.
From banning exit charges to drawing on the platform industry to tackle orphan clients, the Financial Conduct Authority has outlined seven remedies to improve consumer outcomes.
A 46% increase in investor visas last year strongly suggests that Brexit has not put the wealthy off moving to the UK.
As the Trump cavalcade roars across Britain, the UK government has quietly announced that a planned ban on pensions cold calling has been further delayed.
Scammers are showing an increased appetite for ripping off unsuspecting UK consumers after £51m was stolen in the first three months of 2018/19, figures from the City of London Police reveal.
White label investment platform technology provider FNZ has snapped up German platform Ebase.
St James’s Place, Neptune and Aviva Investors are among asset managers with £657.7m ($869m, €744m) in three companies connected with US detention camps holding immigrants and their children.
Clients of three failed financial advice firms can now get their money back after the UK’s Financial Servies Compensation Scheme (FSCS) declared them in default.
Royal London policyholders will be receiving offers for their guaranteed annual return pension schemes after the UK High Court, in principle, signed off on the provider’s plan to cash out savers.
Ardan International’s chief executive announces his departure, Holborn’s Hong Kong chief executive moves to the US, while a senior adviser re-joins Barclays Wealth Management.
Advice firm consolidators looking to make further acquisitions could be out of luck if a survey published by platform Nucleus is taken at face value.
Quilter’s financial planning arm, Old Mutual Wealth (OMW) Private Client Advisers, has acquired the advice business of accountancy firm Saint & Co.
Liberty Sipp, which is currently facing multiple claims of mis-selling unregulated investments, has seen its assets under management surge to £2.95bn ($3.9bn, €3.3bn), according to its latest annual report.