Industry
Best Practice | 13 Nov 17
Six fintech challenges facing financial advisers
How can financial advisers future proof their markets to evolve alongside fintech in preparation for a world where change is constant and digital comes first?
PEOPLE MOVES: Rothschild, Moore Stephens, Fidelity Int’l
A BlackRock alum has joined Edmond de Rothschild Asset Management as global head of business development. Accountancy network Moore Stephens has launched a US tax offering in London and appointed a triple qualified tax specialist to head it up. Fidelity International has lost a 13-year veteran.
Lombard Int’l buys HSBC Life Assurance portfolio for €1
HSBC Life Assurance (Malta) has entered into a portfolio transfer agreement with Lombard International Assurance to sell part of one of its insurance portfolios for €1 (£0.89, $1.16).
Qrops name dropped in Isle of Man rebrand
Isle of Man-based The Qrops Bureau has rebranded as QB Partners to reflect the broader scope of technical support it offers to financial advisers and product providers.
Best Practice | 10 Nov 17
UK Gov’t outlines cold calling ban timeline
The UK Government is committed to banning pension cold calling and will bring forward draft legislation for scrutiny to ban the practice in early 2018, a member of parliament (MP) has confirmed.