Best Practice | 29 Sep 23
How do platforms need to communicate with advisers?
‘Good things happen when you bring your customers closer to your product, development and design specialists’
PEOPLE MOVES: Quintet PB, CISI, Nucleus
Private bank names COO, as professional body appoints director of global learning
UK financial services group buys tax advice firm
In a bid to bolster its offering for UK-resident non-doms
Rise in demand for holding ESG investments in onshore bonds
Recent changes ‘turning the spotlight on how onshore bonds can deliver tax-efficient investment growth’
FCA bans two advisers over dishonest pension transfer advice
With the FSCS paying over £19m to former customers