Industry
CPA Australia to offer fee-for-service financial advice
CPA Australia, one of the world’s largest accounting bodies, said it will enter the financial planning business to provide transparent, fee-for-service, advice to Australian consumers in 2016.
People Moves | 5 Jun 15
FCA strengthens risk, oversight with two key hires
The Financial Conduct Authority has taken another step toward the full implementation of its new strategic approach, announcing on Friday a number of internal promotions and two key hires.
Eleven advice meetings a year is the ‘sweet spot’ for HNWIs
High net worth individuals say 11 interactions a year is the “sweet-spot” level of contact with their relationship managers at wealth management firms, according to a survey by NPG Wealth Management, SEI and Scorpio Partnership.
Retirement | 4 Jun 15
Friends Life U-turn on pension freedom offering
Insurance giant, Friends Life, has apologised after U-turning on its decision to offer new pension flexibilities to thousands of UK customers.
Tax & Regulation | 4 Jun 15
DeVere Group launches tax consultancy division
Independent financial advisory firm deVere Group has launched a standalone tax consultancy division which will specialise in US, UK and international tax compliance and planning.