Companies
Brooks Macdonald boss named CEO of personal wealth at SLA
While wealth manager promotes chief executive of international arm as successor
What do Brits need to do to move to the EU?
Residency requirements are more complicated now the UK has left the bloc
Call to review tax-free pension lump sum
Withdrawing the entire pot to access 25% puts the rest at risk of stagnating
US in the news: CI Financial buys San Diego advice firm
A round-up of people moves and M&A deals across North America
Best Practice | 14 May 21
FCA sets out stronger protection rules for retail investors
Firms will have to follow the guidance or ‘face regulatory action’