Dubai regulator suspends wealth management firm’s licence
Action comes a week after it secured a $52,500 fine from an ex-insurance intermediary boss in a UK court
Radical industry shake up proposed by Aussie Royal Commission
Changes range from criminal action in ‘fees for no service’ cases to creating a single disciplinary body
Advice business exits industry after flurry of complaints
UK ombudsman upheld a complaint in December against the firm over defunct Greyfriars fund
Multi Media | 4 Feb 19
Generali Global Health’s Darren Fletcher outlines why advisers choose Global Choice.
In this short video Darren Fletcher, Business Development Manager at Generali Global Health outlines why their modular product, Global Choice, enables advisers to create a truly customisable offering for clients.
What to think about when advising clients of retirement age
As investors get older, their financial priorities and planning needs change.