Industry
Life insurer defends rejecting applicant over depression
Decision was reached after the firm reviewed a report provided by the client’s doctor
‘Heaviest’ sentence for dishonest Aussie financial adviser
Planner received a 10-year jail term after clients lost over A$5m
PEOPLE MOVES: Standard Life Aberdeen, Julius Baer, Merian
CEO structure change at UK investment firm, as wealth manager bolsters Latin America offering
Security concerns and over-digitalisation risk alienating investors
High net worths underwhelmed by wealth management apps
US fines Israeli bank $195m for helping clients evade tax
‘When bank employees facilitate tax fraud, the bank facilitates tax fraud and will be held responsible’

