Companies
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’
UK scraps mandatory PI insurance plans for tax advisers
Government ‘committed to raising standards’ in the market
