UK-based model portfolio service provider raises £10m
Backers include a private equity firm and a former Interactive Investor CEO
What advisers need to know about the statutory residence test
A recent HMRC case has shown the UK taxman will ‘instigate intensive enquiries where exceptional circumstances are claimed’
South African regulator withdraws licence of asset manager
After it found the firm had ‘significant compliance deficiencies’
Defaqto launches product and platform switching tool
To help advisers ensure their clients’ investments provide fair value
FCA bids to boost diversity and inclusion in financial services
As it also sets out rules to prevent bullying and sexual harassment in the industry