Australia eyes financial advice reform
To make it more accessible and affordable for consumers
News
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Can pensions and insurance policies help pay for social care?
Trade body calls for more favourable measures following delay to UK reforms
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Accidental Americans fundraise for latest lawsuit
They need around $200k to fund lobbying and legal costs to overturn citizenship-based taxation
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SJP unveils responsible investment training programme
To help its advisers integrate best practices when dealing with clients
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Copia Capital unveils Consumer Duty toolkit for advisers
It teamed up with the Lang Cat to help firms implement the regulation
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FNZ buys Luxembourg-based fund platform
To bolster its international wealth proposition
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FCA expects firms to make ‘fundamental changes’ for Consumer Duty
But it wants to work together with industry to ‘rebuild trust and confidence’
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Evelyn Partners buys tax advice firm
In a bid to expand its footprint in the north of England
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Wealth platform inks alternatives partnership with Amundi
Offering will be available to investors in Hong Kong and Singapore
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Investment management firm opens in France to serve US expats
‘If an American buys European financial products, they are penalised by the IRS,’ founder says
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PEOPLE MOVES: Brooks Macdonald, Sigma, Tenet&You
Chairman leaves investment manager, while UAE wealth firm names managing partner
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Menopause support for women lacking in financial services
Some feel this is caused by ageism and gender discrimination