Singapore advice firm eyes DFM offering
It will have an ‘advantage’ over local private banks and independent asset manager, says CEO
Tax & Technical
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Review of financial advice in 2020
Industry players weigh in on the year that will be remembered ‘for its impact on people’s wealth’
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EU Council demands meeting with IRS over Fatca
People are ‘facing high renunciation fees and a very complex procedure’ to waive their US citizenship
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FCA admits ‘mistakes’ in mini-bond and collapsed fund scandals
Bondholders will be able to claim compensation from regulator, economic secretary says
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Pension introducer granted appeal over refund court ruling
Firm’s lawyer ‘surprised that the FCA chose not to include regulated Sipp providers and IFAs’ in the claim
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Australia and Canada demand end to UK ‘frozen’ pensions
Regime is leaving thousands of retired British expats under serious financial strain
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UK publishes data standards for pensions dashboard
It will ‘revolutionise how people keep track of retirement savings’
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How much will Brexit affect expat advice market in Portugal?
As number of advisers in the sector ‘only looks like to decrease’ when UK leaves the EU
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Unregulated financial adviser with six aliases banned
She was already convicted and disqualified in 2009
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FCA makes mass-marketing ban for mini-bonds permanent
UK financial watchdog introduced a temporary measure at the beginning of 2020
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‘Accidental’ Americans take legal action against US
They allege violation of the constitution and breach of international laws
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Partial win for Quilter in legal case against former adviser
But judge rules restrictive covenants were excessive and not enforceable