Regions
Hong Kong wealth firm launches robo-advisory offering
It will generate portfolio recommendations based on the client’s risk profiles and preferences
Rash decisions risk hurting unadvised retirees during pandemic
DIY savers ‘more inclined to have a knee jerk reaction’ to volatile markets
Specialist IFA unveils third law firm joint venture
It will offer financial advice to clients suffering from personal injury and clinical negligence
DB transfer contingent charging ban branded ‘confusing’
Overseas firms ‘exempted’ but non-FCA advisers shouldn’t be signing off pension transfers, says one CEO
FCA investigating Quilter subsidiary over DB pension transfers
UK regulator also orders firm to appoint skilled person to conduct review