Tax & Regulation
Charles Schwab to pay $187m to robo-advice clients
After regulator found its subsidiaries did not disclose ‘hidden’ fees
UK Ombudsman eyes changes to funding model
It needs to be ‘more resilient to cope with unpredictable volumes of complaints’
Conman jailed over bid to defraud pensioner out of £67,000
Victim was trying to recoup £4m he had invested in a wealth management scam
Wide-ranging pension transfer costs raise regulatory eyebrow in Guernsey
After advisers reported issues with moving their clients’ pots