Over 5,000 families reclaimed overpaid inheritance tax last year
With 1,000 families already reclaiming in 2023/24
News
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Half of Europe’s asset managers yet to achieve 40% female representation on boards
Though boardrooms have ‘visibly evolved’, according to EY Investors Boardroom Monitor
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Advice tech market lacks ‘effective collaboration and integration’
IA speaks with Fintel joint chief executive Matt Timmins about the progress of technology in the industry
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What advisers need to know about the Isle of Man life industry
Market is ‘mature’ and ‘self-confident’
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Lombard Odier eyes office in DIFC
Swiss private banking giant said it is in the process of obtaining a licence to set up in the centre
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Retirees need ‘mix and match’ approach to income planning
Combining annuities with other retirement planning products can help individuals meet their income needs
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UK MPs launch inquiry into sexism in financial services
As they explore whether careers in the industry should be marketed to a more diverse base of individuals
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PEOPLE MOVES: EFG Int’l, Old Mill, Omnis Investments
Financial services group names CEO of private bank, as wealth manager makes c-suite change
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Waverton Sterling Bond most viewed among advisers
While inflation protection searches ‘barely register’, acccording to Square Mile’s Market Intelligence report for Q2
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Half of Brits are intimidated by investing
More than a third ‘baffled by jargon’
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Caledonia to kick-start 7IM sale process – reports
Rumoured to have given prospective buyers until the end of July to table offers
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FCA writes to platforms over interest on cash balances paid to clients
UK watchdog wants to understand how firms have considered their approach to this in line with the Consumer Duty