Uncategorised | 26 Feb 25
CISI grants Fowler Financial Planning chartered firm status
At least 50% of staff must be individually chartered with the CISI
Court sets date for £64m WealthTek fraud
This case took 21 months from opening in March 2023 to bringing criminal charges
North America | 26 Feb 25
Hoxton Wealth appoints chief compliance officer for US business
He previously worked for the Kentucky Department of Financial Institutions
Skybound Wealth names head of Asia for expansion into region
He has over 20 years of experience spanning the UK, UAE, India, Malaysia, and New Zealand
Standard Life posts 56% growth in offshore bond sales
58% of advisers are re-evaluating role of offshore bonds amid IHT concerns