Tax & Regulation
Aviva tops pension complaints list
But just 24% of cases were upheld in H1 2022, Ombudsman data shows
South Africa perplexed by ZAR 90bn of unclaimed assets
Most of which sits in retirement funds in part because of inadequate record keeping by intermediaries
Morgan Stanley fined $35m for client data failures in US
Personal information of 15 million wealth customers was allegedly not disposed of properly
Regulation to force ‘wave of M&A activity’ in Middle East wealth market
While advisers in the region turn to DFMs to streamline investment offering
Wealth tax scrapped in Spanish region of Andalucia
‘Shrewd move’ will encourage more HNWs to flock to territory