North America | 7 May 15
Vanguard launches ‘robo-advice’ service in US
Pennsylvania-headquartered Vanguard has rolled out a ‘robo-advice’ service for clients in the United States.
RL360° to purchase Clerical Medical Int’l
Isle of Man-headquartered, RL360° Group, is to buy the international life arm of Lloyds Banking Group, Clerical Medical International Insurance Company (CMI).
Investment | 7 May 15
Axa Wealth Int’l posts Q1 growth amid ‘challenging’ market
Axa Wealth International has seen funds under management grow by nearly £0.5bn throughout the first quarter of 2015, as the wider Axa Wealth group records across-the-board growth.
Platform One to offer expat-friendly AIM IHT service
Platform One and Stellar Asset Management have partnered to offer the “first” AIM inheritance tax service available on a UK platform.
Investment | 6 May 15
Australia and New Zealand QROPS risk HMRC delisting
Overseas pensions in Australia and New Zealand could lose QROPS status after a letter sent by HM Revenue & Customs forced all schemes to ensure that policyholders can only access benefits before the age of 55 in the same circumstances as a UK pension.