European advisers are ‘confused’ over Mifid II suitability compliance
Some firms have reportedly been asking clients to sign off their own risk level
News
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Financial planning is becoming harder, say advisers
Clients are finding financial decision making more challenging too
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Inheritance tax is in ‘dire need of reform’
STEP says it wants to see a low flat-rate estate tax regime with few reliefs and exemptions
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Allfunds and Endowus team up to launch digital fund brokerage platform
Hong Kong investors will have access to over 160 funds, managed by 50 global managers
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Adviser support group makes two acquisitions via advice arm
Deals add £200m in AuA and 500 wealth clients
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PEOPLE MOVES: FSCS, Maps, SEI
UK lifeboat scheme and pension service announce CEO exits
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MitonOptimal UK operation sold to Dubai-headquartered firm
It is the acquirer’s first move into the British financial services sector
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UK private bank creates entrepreneur client division
Former head of relationship management at Julius Baer will lead the unit
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Number of HNWIs globally drops by 3.3%
Value of their wealth has also decreased by 3.6%
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LOIM unveils sustainable investment platform
Investing in opportunities addressing the transformation to a net-zero economy, with a dedicated nature pillar
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South Africa makes regulatory changes to moving assets overseas
In a bid to take the country off the FATF grey list
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Intelliflo partners with SS&C to ‘transform’ UK advice market
Firms have created Wealthlink – the ‘deepest ever integration’ between a practice management system and an investment platform