Latest news
Latest news | 24 Apr 26
Sapia to pay £19.6m to WealthTek clients for failing to safeguard money
The FCA has censured Sapia for failing to properly separate key roles relating to client money
Investment strategy by net worth: What wealthy families get wrong at every stage
Accumulated wealth isn’t the most common mistake families make – it’s what they do next, says Sam Instone of AES
Cash admin fee charged on Australian expat superannuation fund set to rise
The letter sent to customers stressed that the underlying interest earned within the account “remains competitive”
One third of UK advice firms considering offering ‘simplified advice’
Meanwhile, three fifths of large firms said they were considering this following a consultation into the Advice/Guidance boundary earlier this year
Latest news | 23 Apr 26
Novia Global: How can platforms help investors deal with uncertainty?
Platforms must keep investing and adapting to maintain pace with ever-advancing tech