Tax & Regulation
Retirement | 2 Nov 18
Pension freedom users need to plan ahead, experts say
Advisers are ‘not educated enough’ to help over-55 investors
Former financial adviser given two and half year sentence
Australian-based adviser pleaded guilty to five counts of dishonestly using his position as director
Hong Kong to set new broker caps on the number of insurers
Aim is to limit the number of insurers that can be represented by a licenced agent or agency
Investment | 1 Nov 18
US to make annuity and life insurance contracts clearer
The move would ensure greater disclosure of information
European investment managers oppose ESG regulation
Majority of 24,000 European investment professionals surveyed by CFA Institute against ESG-related regulation