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Best Practice 7 Jun 23

European advisers are ‘confused’ over Mifid II suitability compliance

Some firms have reportedly been asking clients to sign off their own risk level

Companies 7 Jun 23

Financial planning is becoming harder, say advisers

Clients are finding financial decision making more challenging too

Companies 7 Jun 23

Inheritance tax is in ‘dire need of reform’

STEP says it wants to see a low flat-rate estate tax regime with few reliefs and exemptions

Asia 6 Jun 23

Allfunds and Endowus team up to launch digital fund brokerage platform

Hong Kong investors will have access to over 160 funds, managed by 50 global managers

Number 2, Alphabet made from Neon Light with clipping path. 3D illustration

Companies | 6 Jun 23

Adviser support group makes two acquisitions via advice arm

Deals add £200m in AuA and 500 wealth clients

Africa | 6 Jun 23


UK lifeboat scheme and pension service announce CEO exits

Companies | 6 Jun 23

MitonOptimal UK operation sold to Dubai-headquartered firm

It is the acquirer’s first move into the British financial services sector

Africa | 6 Jun 23

Number of HNWIs globally drops by 3.3%

Value of their wealth has also decreased by 3.6%

Africa | 6 Jun 23

South Africa makes regulatory changes to moving assets overseas

In a bid to take the country off the FATF grey list

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