3 Things all offshore expat IFAs should know about their clients returning to the UK (repatriates)
IIMG and Peregrine and Black announce strategic partnership to enable each company to expand its footprint globally.
Best Practice | 16 Jan 23
CII to pilot new financial planning test format
Amid simmering tensions with the PFS as members look to jump ship to rival professional bodies
PE-backed advice group opens Dundee office
Move follows four acquisitions in the UK in October 2022
Adviser eyes turn to income strategies
While capital accumulation funds remain the most viewed on Square Mile’s Academy of Funds

