Companies
Barclays Private Bank expands to Spain
After it set up teams in Italy, France and Singapore in the past year
UK advice firm fined for breach of cold calling ban
It instigated over 107,000 unsolicited marketing calls about pension schemes
Abrdn acquires investment platform for £1.49bn
Deal brings £55bn AuA and over 400,000 customers to the group
Best Practice | 1 Dec 21
NYU unveils financial planning postgraduate degree
Firms want advisers ‘who can meet with clients, communicate effectively, and make recommendations’
Intelliflo rolls out cashflow planning tool
In a bid to make it ‘quicker and easier for advisers to build, adapt and stress-test clients’ plans’