Companies
Advisory platform rolls out online client portal
People will be able to access their investments and communicate with their adviser
Investment firm partners with LatAm asset manager
The agreement will provide the company with ‘deeper insight into markets in Latin America’
Wealth management firm completes first deal of 2019
It may make two more deals before the end of the year which could tip AUM over £1bn
Lasting power of attorney is a valuable financial ‘safety net’
Mental illness protections can be insurance against the risk posed by scammers
US children unlikely to choose parents’ adviser
Financial services professionals need to start early – before money is inherited