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Companies

Companies | 2 Dec 21

UK advice firm fined for breach of cold calling ban

It instigated over 107,000 unsolicited marketing calls about pension schemes

Companies | 2 Dec 21

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’

Companies | 1 Dec 21

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’

Companies | 1 Dec 21

UK scraps mandatory PI insurance plans for tax advisers

Government ‘committed to raising standards’ in the market

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.