Financial planning

Europe | 31 May 24

Private equity backer of Kingswood takes 68.4% of the AIM-listed wealth group

This follows the anticipated approvals by regulatory authorities in the US, UK and the Republic of Ireland

Financial planning | 31 May 24

Nearly two thirds of HNW expats in UAE ‘not actioned’ family tax, estate planning

Difficulties in finding the right wealth manager cited by 48% of the 150 respondents

Asia | 30 May 24

MAS expands ‘fair dealing’ guidelines to all financial institutions in Singapore

New guidelines aim to raise standards of fair dealing and improve the experience of customers

Financial planning | 30 May 24

SIPPs: an access point for advisers targeting the future-conscious digital natives

A slick SIPP offering can help advisers to tap into the younger, but growing, pool of digital natives

Financial planning | 29 May 24

UK SIPP operator Intelligent Money enters administration

It has entered administration following an upheld complaint regarding some of the investments it allowed within its SIPPs