US in the news: Fairport Wealth names CEO
A round-up of people moves and M&A deals across North America
News
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UK financial adviser pleads not guilty to 28 charges of fraud
He allegedly defrauded 17 victims of more than £5m
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Just one-in-10 Brits have a good understanding of cryptocurrencies
But nearly a quarter said they would consider getting into debt to buy them
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FCA concerned about pension transfer referrals from overseas advisers
Watchdog will consider an enforcement investigation where it suspects ‘serious misconduct’
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Downing unveils four multi-asset fund-of-funds
Range will be available for UK financial advisers from June
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Endowus expands digital wealth offering in Hong Kong
Platform offers more than 140 funds across a range of asset classes
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PEOPLE MOVES: Schroders, Nucleus, Royal London
CFO retires from asset manager, as platform hires director of business development
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Should financial advisers use fewer platforms?
As 59% say that is one of their long-term aims
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28% of HNW Brits have lost track of large Sipp pots
Value of the forgotten assets is ‘substantial’ and could have a ‘transformative impact’ for owners
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£4m Ponzi scheme duo found guilty
Victims were told investment was low risk and they could withdraw funds at any time
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Advisers expect the lifetime allowance to be reintroduced
Industry has been caught in the middle of a ‘political spat’, says AJ Bell
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51% of advisers want to sell their business in next five years
It is ‘vital’ IFA business owners understand the various exit options