News
Savage cull of advisers in prospect says worldwide poll
Financial advisers around the world are predicting a significant cull in their overall numbers as the policing of regulation in most jurisdictions steps up a gear, according to a poll in International Adviser’s regional digital editions.
PEOPLE MOVES: Tilney, Wren and Sun Life
Tilney Group appointed a new chief executive, family office Wren names a director from Sandaire and Sun Life has lost its executive chair to be Canadian ambassador to France.
Investment | news 3 Oct 17
Fidelity switches to performance-based fee model
Fidelity International is the first major asset manager to make a switch to a “value for money” charging structure. The asset manager will give money back to clients when its funds underperform.
Slimming World ‘tax disaster’ rescued by verdict
An entrepreneur who discovered her Slimming World shares were in a tax planning structure which would have had a disastrous impact on her wealth has had the blunder reversed in court.
Guardian Wealth enters US market
Guardian Wealth Management has launched its first office in the United States, based in Miami, as part of its global expansion programme.