FSCS on the hunt for clients of two unregulated investment firms
To explore whether compensation could be deemed valid under its rules
News
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Novia Financial to cut platform charges
For the first time since its launch in 2008
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US in the news: Ritholtz WM names president
A round-up of people moves and M&A deals across North America
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PEOPLE MOVES: Amundi, Singlife, Schroders PW
French asset manager names Belgium CEO, while insurer hires deputy CIO
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EU regulator eyes shake up of passporting rules
Following an increase in firms offering cross-border services to retail clients across the bloc
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UBS unveils tool for UHNW clients in US
To provide a complete picture of customers’ portfolio including alternative investments and art collections
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Most advisers rely on portfolio performance to evidence value
This fails to measure the planning and emotional support that clients get from IFAs
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‘Deep freeze’ and tax cuts mean bad news for IHT and CGT
Chancellor Jeremy Hunt unveils ‘balanced plan’ to cope with record inflation and cost-of-living crisis
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UK government commits to ‘unsustainable’ pension triple lock
Calls for system to be assessed to find a ‘fairer way’ to raise the state pension
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Consumer Duty needed to restore ‘failing public confidence’
FCA chief executive wants the regulation to help bring down FSCS levy and number of FOS complaints
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Managing director acquires majority stake in Indian wealth firm
She has increased her shareholding to 96% from 24%
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What are the ESG opportunities for advisers?
Morningstar CEO says the investment strategy has the ‘potential to make a difference in a lot of people’s lives’