Companies
National Friendly targets ‘gap in the market’
As it bolsters telephone-based advice operation and expands offering
PEOPLE MOVES: Openwork, Brown Shipley, Quintet
Advice network’s parent company and UK and Luxembourg private banks hire chairmen
Covid and technology: what works?
IA catches up with European advisers and wealth managers to find out
US Ponzi scheme adviser assets frozen
He raised more than $5.6m from at least 35 investors who were mostly retirees in California
Wealth manager to pay nothing as class action lawsuit ends
Proceeding ‘was conducted in a surprising manner’ and ‘resulted in an unexpected outcome’