Companies
The rise of risk management in financial advice
It has become a ‘defined function’ within smaller firms ‘not just bigger institutions’
Best Practice | 9 Feb 22
Fintech savings provider buys financial education specialist
Acquired business will continue to operate as a separate brand after the deal is complete
Spain to lure expat workers with latest visa proposal
Advice firm says it is not surprised country ‘has taken this route’ to attract ‘digital nomads’
SJP partner firm joins forces with accountancy business
To offer financial advice services to its clients
Best Practice | 9 Feb 22
How advisers can be proactive with clients
It might be the right time of year for investors to look ‘towards achieving their financial goals’