Industry
Look beyond AUM when segmenting clients, says UK regulator
As it tackles ’emotive subject’ of fees: ‘We don’t expect advisers to be charities’
Singapore financial planner charged with insurance fraud
Clients were allegedly cheated out of more than S$22,000 in premiums
AMP to phase out ongoing advice agreements
To be replaced with annual ones following Royal Commission recommendations
Stop looking at succession planning just through prism of IHT
More can be gained by emphasising strategy and governance over tax
US in the news: Evercore Wealth Management makes CEO change
A round-up of the latest people moves and M&A deals in North America