Best Practice | 14 May 21
FCA sets out stronger protection rules for retail investors
Firms will have to follow the guidance or ‘face regulatory action’
DB transfers face further hurdles in bid to stop scams
But warnings that DWP’s plan could push market ‘back into the dark ages’ and ‘cause serious consumer detriment’
Bill Vasilieff to step down as Novia Financial chief executive
As AnaCap completes acquisition and announces management changes
Advice firms in Asia report decline in British expat clients
While number of Chinese, local and south east Asian customers is on the up
71% of South African advice firms want to make acquisitions
While 20% have had in-depth conversations with clients about financial emigration