The issue with providing ‘reverse solicitation’ to EU clients
Regulators across the bloc have started to scrutinise the practice by UK advisers
News
-
-
Woodbrook Group gives up Cyprus licence
Company has been dissolved since October 2021
-
Retirement strategies must change to keep up with inflation
CPI hit 9% in April 2022 and is set to rise further in the UK
-
Pyramid and Ponzi scheme fraudsters ordered to pay victims
They will hand back HK$2.8m
-
87% of young Brits lack financial education
Despite money management being part of the curriculum across most of the UK
-
PEOPLE MOVES: Veritas Group, Standard Life, Cazenove Capital
Ex-Forthplus Pensions director joins investment firm, while savings giant names retail intermediary MD
-
SJP partner firm acquires Scottish advice business
It is the company’s second deal in three years
-
Financial services provider unites French operations
It is a ‘key strategic market’ in the company’s ‘ambitious global growth plans’
-
Zurich International Life names Middle East chief executive
He replaces Reena Vivek who held the role on an interim basis after Walter Jopp stepped down
-
FNZ invests in global sustainability data provider
To help retail investors, advisers and wealth managers allocate capital according to their principles
-
Former Australian adviser faces 17 charges
He was permanently banned from the industry for an unrelated matter in 2016
-
Low-risk pension transfers being ‘needlessly halted’, says Quilter
‘There is a clear divergence between policy intention and the practical application of the law’