US in the news: Merit Financial Advisors makes double deal
A round-up of people moves and M&A deals across North America
News
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British Steel advice firm fails
UK lifeboat scheme has received two claims against the business
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PEOPLE MOVES: Canada Life, Standard Chartered, FCA
Insurer names distribution director for WM division, as bank bolsters wealth management arm in Hong Kong
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CII unveils career development platform for advice sector
Following feedback from professionals wanting more support on how to further their progression
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HSBC unveils metaverse strategy for wealthy clients
The portfolio is actively managed by HSBC Asset Management
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HMRC names and shames tax avoidance scheme promoters
It is the first time the UK taxman has used its new powers
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Investment manager creates advice M&A matchmaking service
It will facilitate transactions between sellers and buyers
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Time Investments rolls out IHT hub for advisers
Wealth transfer presents a ‘unique opportunity’ for financial planners
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Advisers forced to withdraw from Abrdn fund
After it was erroneously made available to retail investors on the Quilter platform
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FCA increases adviser fees to £86.5m
Watchdog will create 80 roles to help shut down firms that do not meet minimum regulatory standards
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DFSA unveils whistleblowing regime
It will apply to all regulated firms operating in or from the DIFC
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European private bank rolls out advice platform
To bolster its investment offering to clients