Latest news
Belgian robo-adviser joins forces with financial news media
A Belgian robo-advice firm is combining financial news with a portfolio builder to give readers access to investment opportunities.
UBS man connected to Baer hot seat
Veteran private banker Jürg Zeltner, UBS’s wealth management chief excluding North America, has been touted as Boris Collardi’s successor as chief executive of Julius Baer.
Best Practice | 14 Dec 17
Landmark FCA market abuse fine hits £70,000
An Aim-listed investment company has been fined by the Financial Conduct Authority for failing to disclose inside information, the first such ruling since market abuse regulations came into force in 2016.
Advising British Steel pension transfers too risky, says SJP
Continuing to provide defined benefit pension transfer advice to members of the British Steel Pension Scheme (BSPS) could put St James’s Place “outside its risk appetite”, the firm said.
Best Practice | 13 Dec 17
SJP stops British Steel pension transfers amid industry scam concerns
The chair of the UK’s Work and Pensions Select Committee has described the British Steel Pension Scheme as a “honeypot for scammers”, as St James’s Place confirms it has stopped accepting transfer requests from scheme members in an unrelated move.