AJ Bell
PEOPLE MOVES: Rothschild, Moore Stephens, Fidelity Int’l
A BlackRock alum has joined Edmond de Rothschild Asset Management as global head of business development. Accountancy network Moore Stephens has launched a US tax offering in London and appointed a triple qualified tax specialist to head it up. Fidelity International has lost a 13-year veteran.
AJ Bell’s Mike Morrison dies
Industry veteran Mike Morrison, head of platform technical at AJ Bell, has died at the age of 55.
Retirement | 25 Oct 17
Fewer pensioners ‘splurging irresponsibly’
Hedonist pensioners forking out for luxury experiences are becoming rarer, according to Financial Conduct Authority pensions freedoms data.
FCA rejects demand to review point of sale disclosure
Calls for a review of the complex and lengthy disclosure documents clients receive at the point of sale (POS) have been rejected by the Financial Conduct Authority despite the regulator admitting that customers can get confused.
Investment | 15 Aug 17
Time to clear out the clutter of small funds?
Small and expensive, are funds that have failed to hit £10m ($13m, €11m) in assets just clogging up the investment universe?