PEOPLE MOVES: Bravura, Hoxton Capital Management, State Street
Tech firm names group CEO, as advice company hires commercial director
Canada Life
-
-
Canada Life to revamp UK operation
Insurance company confirms technical director Andrew Tully will depart as part of restructure
-
Inheritance tax receipts reached £2bn between April and June
A £200m increase from last year
-
Why is inheritance still a taboo subject for advice clients?
As 40% of HNWIs do not have a formal inheritance plan
-
Global insurance group acquires Canadian investment firm
To bolster its wealth management offering in the country
-
How EU beneficial ownership registers impact expats and TRS
Canada Life explores the difficulties for EU-connected clients
-
Is financial advice too expensive – and just for the wealthy?
IA spoke with a number of firms to discuss cost, education, advice-guidance boundaries and value for money
-
Franklin Templeton buys global investment firm
Potential value of the deal could reach $1.8bn
-
PEOPLE MOVES: Verso WM, Fiera Capital, Julius Baer
Wealth firm names CEO, as asset manager hires EMEA chief executive
-
What should advisers expect from FCA retirement income advice review?
52% believe regulator will recommend that a different investment approach is required for clients in decumulation
-
Inheritance tax receipts raise £600m in one month
UK government’s ‘proverbial golden goose looks set to continue to deliver’
-
Canada Life creates professional trustee service
In a bid to ‘relieve the onerous requirements for advisers and their clients’