Swiss regulator restricts HSBC private bank over AML breaches with two high-profile individuals
FINMA has ordered the bank to conduct an AML review of all its current high-risk business relationships and business relationships
Aviva and FNZ partnership add new ‘state-of-the-art’ adviser tools to platform
The new adviser tools will include a digital adviser access and workflow tool for Aviva’s asset transfer service
Hargreaves Lansdown backs £5.4bn bid by private equity consortium
The deadline for the consortium is 5pm on 19 July
One in two UK financial advisers plan to retire during the next five years
51% of IFAs, financial planners say their firm will only keep up to 50% of clients’ assets they currently personally manage
Tatton AM sets new growth target of £30bn AUM/I by Q1 2029
Tatton’s IFA firms increased by 12.2% to 975 (2023: 869)