News
Utmost’s offshore bond range added to Zurich platform
Utmost Wealth Solution’s two Isle of Man-based offshore bonds have been added to the Zurich Platform.
FCA acts to stop drawdown retirees losing out
The UK’s Financial Conduct Authority (FCA) is planning to introduce “investment pathways” for drawdown retirees, in a move to prevent them from making poor decisions and defaulting into cash.
EM positions hit by stronger dollar, says UBS Wealth
The strengthening US dollar has resulted in tactical changes to client portfolios, according to Mark Haefele, Zurich-based group managing director and global chief investment officer.
Australia’s AMP faces court date over ‘rewriting’ policies
AMP Financial Planning is the second major Australian financial institution facing federal court proceedings after the regulator said it failed to protect clients from advisers improperly rewriting client policies.
Woodbrook to make UAE and Latin America acquisitions
International financial adviser Woodbrook Group is in the process of making at least two more acquisitions this year – including entries into the UAE and South America.