EU, Apac and UK top three regions for life insurance expansion
Consolidation is a ‘trend that has not yet run its course’
News
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Hong Kong savers to change investment strategies
As 41% admit they now find actively managed funds more attractive
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Racial discrimination ‘rife’ in financial services
With unwelcome comments on race still being tolerated in the workplace
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Former Killik & Co financial planner sets up UK advice firm
Business wants to become a ‘retirement income specialist’
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Cost-of-living crisis triggers 23% surge in taxable pension withdrawals
£3.6bn was taken in the first quarter of this financial year
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‘Misleading’ tobacco claims land Vanguard with greenwashing fine
Firms ‘must be able to substantiate the full exclusion’ of investments
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Director banned over £8m care home investment scheme
He has been handed a 10-year disqualification order
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IFA group completes 11th acquisition of 2022
Deal adds £100m in assets under management
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US in the news: Pathstone buys trust company
A round-up of people moves and M&A deals across North America
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‘Woeful’ British Steel IFA company fined £2.4m
It provided unsuitable pension transfer advice to both BSPS and other DB members
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JP Morgan PB invests in two Swiss fintech firms
To bolster its digital offering for UHNW clients across Europe, Middle East, Latin America and Asia
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PEOPLE MOVES: Wealth Wizards, Janus Henderson, Indosuez WM
Advice tech firm names CEO, as asset manager makes c-suite change