Regions
A geographical breakdown of the news and features most relevant to our audiences in each region.
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
Adviser support group makes two acquisitions via advice arm
Deals add £200m in AuA and 500 wealth clients
PEOPLE MOVES: FSCS, Maps, SEI
UK lifeboat scheme and pension service announce CEO exits
MitonOptimal UK operation sold to Dubai-headquartered firm
It is the acquirer’s first move into the British financial services sector
Number of HNWIs globally drops by 3.3%
Value of their wealth has also decreased by 3.6%
South Africa makes regulatory changes to moving assets overseas
In a bid to take the country off the FATF grey list
