Products
UK regulator probes 125 advisory firms on suitability
Focusing on clients receiving advice on income in retirement
‘Pension scam scandal’ sees Brits lose £155,000 each
To bogus advisers who persuaded them to move money from pensions into risky investments
US regulator eyes greater investor disclosure
For documents related to life and annuity products
Written by Mark Schoeff
Is understanding client biases the next advice frontier?
Nucleus explores the issue by partnering with a behavioural insights firm
Singapore savings account helps women look after their health
Female consumers can ‘fill the gap for medical insurance cover’ via their financial portfolios