PEOPLE MOVES: Openwork, Amundi, IQ-EQ
UK advice network makes c-suite changes, while investment firm hires CEO for Czech Republic
United Kingdom
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FCA clamps down on over 4,000 financial promotions in 3 months
Regulator warns unauthorised firms and individuals are looking to take advantage of the rising cost of living
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Eight-year ban for director over hotel investment scheme
Disqualification ‘should serve as a stark warning’
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Financial advice firm goes bust
FSCS has already received five claims against it
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Amber River unveils brand in Northern Ireland
As it looks to expand its footprint across the UK
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HMRC ‘quiet scandal’ as overtaxation of pension withdrawals soars
It has had to pay back £925m since pension freedoms were introduced
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Kingswood splashes out £8.6m on two advice firms
With five more deals expected to close in the next few months
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US expat market is a ‘huge opportunity’ for wealth firms
Brown Advisory tells IA about the challenges that face the small number of companies serving these clients
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12% of Brits receive unsolicited pension transfer approach
‘Cost-of-living crisis might be a route in for scammers’
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PEOPLE MOVES: M&G, CII, One Four Nine Group
Financial services giant names wealth and advice CEO, as professional body makes c-suite change
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‘Don’t try to make an acquisition fit through mistruths or omissions’
How acquirers should approach the advice M&A market
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Advisers fear clients will not meet retirement goals
Savers with IFAs have greater clarity on how much money they need to have in later life