Progeny partners with Alpha FMC to design next generation advice journeys
All findings will be translated into an action plan to be implemented throughout 2024 and beyond.
Legal
2116 articles found
Not done your tax return? Unclaimed pension tax relief is a major reason to do so
It is therefore very unwise to leave this until the final couple of days, as you may need a few days to juggle money around.
To bundle or not to bundle? UK’s Investment Research Review in favour of ‘rebundling’ research fees with execution costs
It used to be that investment research was funded by trading commissions paid by asset managers who then expensed these costs to their end investors.
EU Banking Watchdog Extends Anti-Money Laundering Measures to Cover Crypto Firms
The EU last year finalized legislation on the transfer of funds via digital assets alongside its landmark Markets in Crypto Assets (MiCA) regulatory package.
PolicyStreet Granted Takaful Operations Authorization by Labuan Regulator
The Takaful industry in Malaysia is experiencing rapid growth
Majority of advisers plan to increase clients’ exposure to AIM over the next 12 months
The three most important reasons for the highly positive sentiment towards AIM is primarily because advisers believe it offers investors unrivalled access to exciting smaller companies with new technologies and new business models.
Could HMRC’s ‘side-hustle’ crackdown impact HNWs?
The sale of luxury goods on second-hand online marketplaces could come under scrutiny
Chinese wealth manager Zhongzhi files for bankruptcy liquidation
The court said it accepted Zhongzhi's bankruptcy liquidation application in accordance with China's enterprise bankruptcy law.
UHNWs brace for tax reform in election year
Non-dom status and IHT are set to be front and centre on the political stage. Tax advisers share how clients are already taking action
Allen & Overy advises Edmond de Rothschild on a strategic agreement with Apex Group
This supports Edmond de Rothschild’s strategy to focus on its core areas of expertise in private banking and asset management.
Financial Scandals Run Amok in Asia
Numerous banks have been used by the suspects in some form including UBS, Deutsche Bank, Citi, CIMB, DBS and Bank of Singapore.