News
Old Mutual Wealth acquires £40m IFA
Old Mutual Wealth Private Client Advisers has acquired Wiltshire-based IFA firm A&M Financial Services.
Australia sets up financial complaints authority
A financial complaints authority has been established in Australia to deal with dispute resolutions, a move praised by the country’s securities and investment commission (Asic).
Hong Kong authorities raid company connected to Convoy
Hong Kong’s anti-graft body and market regulator have joined forces to raid the office of Town Health International Medical Group, a company that has strong ties to the embattled financial advisory firm Convoy Global.
Best Practice | news 14 Feb 18
7IM launches decumulation service for advisers
Seven Investment Management has launched a retirement planning service to help advisers in the UK look after clients at, and nearing, retirement.
Intrinsic ordered to pay compensation over Harlequin Sipp
The UK Financial Ombudsman Service has upheld a complaint against an Intrinsic financial adviser, who helped a client switch his personal pension to a self-invested personal pension (Sipp) to invest in Harlequin, a now-defunct unregulated investment scheme.