People Moves | 5 Jun 15
FCA strengthens risk, oversight with two key hires
The Financial Conduct Authority has taken another step toward the full implementation of its new strategic approach, announcing on Friday a number of internal promotions and two key hires.
IFA community called on to embrace regulation in Hong Kong
Financial advisers need to work with regulators to strengthen and simplify educational requirements for the industry, according to participants at the recent Hong Kong Expert Investor Forum.
Eleven advice meetings a year is the ‘sweet spot’ for HNWIs
High net worth individuals say 11 interactions a year is the “sweet-spot” level of contact with their relationship managers at wealth management firms, according to a survey by NPG Wealth Management, SEI and Scorpio Partnership.
Retirement | 4 Jun 15
Friends Life U-turn on pension freedom offering
Insurance giant, Friends Life, has apologised after U-turning on its decision to offer new pension flexibilities to thousands of UK customers.
Tax & Regulation | 4 Jun 15
DeVere Group launches tax consultancy division
Independent financial advisory firm deVere Group has launched a standalone tax consultancy division which will specialise in US, UK and international tax compliance and planning.