Brian Spence, founding partner of HSP Consulting, shares his experience of leaving his UK advice business and moving to Vietnam, and what he learned in the process. I was born in Sunderland — a city ...
The UK's financial regulator, the Financial Conduct Authority (FCA), is conducting a review into the support offered to berevead customers by advice firms, platforms and wealth management firms, it ...
Utmost’s Marc Acheson has warned of the unintended consequences of HMRC extending the Uncertain Tax Treatment (UTT) regime. The UTT rules were first introduced in 2022 to close the tax gap – the ...
The Isle of Man Financial Services Authority is launching a consultation on proposals to introduce a ‘legitimate interest’ route to access beneficial ownership information in the Isle of Man. The aim ...
There's a version of this conversation that happens a lot in financial services. An adviser, usually a good person with genuine intentions, explains why they recommended a particular product. The ...
Simplybiz has launched its own adviser academy, which it says will presents a comprehensive talent, training, and development solution designed to help advice firms attract, develop and retain new ...
UK-based Progeny has agreed to acquire international wealth management company The Fry Group for an undisclosed sum. The deal, subject to regulatory approval, will allow Progeny to extend its ...
Employees in the UAE do not have enough money set aside for rainy days, research by Friends Provident International (FPI) found. According to the life company, as many as 57% of the UAE workforce ...
Georgios Leontaris has been promoted to chief investment officer for Europe international and Mena region, effective from 1 September 2021. He is based in Geneva and will develop the house view, asset ...