Couple launch legal bid against Aussie advice firm
‘Investments recommended to them may have been inappropriate for their goals and objectives’
News
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Dozen UK firms went bust between August and September 2021
Nine were financial advice, pension and insurance services providers
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Trade body says ‘enough is enough’ on lack of KID reform
Documents ‘overstate potential performance and understate risks’ which can mislead investors
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Hong Kong regulator takes aim at orphan insurance policies
After rise in complaints from policyholders
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L&G to merge insurance and retirement arms
Chief executive of insurance division to take charge
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US in the news: MGO Private Wealth names president
A round-up of people moves and M&A deals across North America
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PEOPLE MOVES: FCA, Deutsche Bank WM, Quilter
Chair of the UK financial watchdog to step down in 2022, as wealth manager hires managing director in Asia
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Only 20% of young Brits ‘on track’ with retirement planning
Process feels ‘overwhelming’ as half cannot afford to contribute more into their pots
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Royal London and Square Mile team up to educate advisers on ESG
By creating a series of videos and guides to help them navigate range of products available
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Japanese financial services group unveils wealth management arm
Firm said there is a need for a ‘stable and robust’ offering in the market
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62 investors lose bid to sue Gibraltar Qrops trustee in UK
Judge said they failed to establish a ‘good arguable case’ for it to take place in Britain
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How advisers can use technology to bolster their business
Financial services sector is ‘lagging’ behind in the global digital transformation