Tax & Regulation
Latest news | 11 Mar 26
Jersey regulator raises concerns over unclear and inconsistent fees
The regulator said it had identified some areas for improvement, particularly around unclear fees and processes around reductions
ASIC bans another former MWL adviser for role in Shield misselling
Melbourne-based financial adviser Raluca Terheci has been banned from providing financial services
Financial planning | 9 Mar 26
FCA places restrictions on HDH Investment Services and issues guidance to clients
HDH no longer permitted to carry out any regulated activities
Latest news | 5 Mar 26
Surge in HNWIs choosing cash over investments, Flagstone research shows
The advisers canvassed shared that 38% of HNWIs are comfortable holding more cash than they did three years ago
Silence is golden? IFGL’s Berridge on the Spring Statement
Steve Berridge, Pensions Technical Services Manager at IFGL, says he is grateful the statement was, for once, ‘pretty boring’