Companies
Succession planning legislation needs modern makeover
‘Antiquated’ laws are proving to be a thorn in the side of cross-border families
IFA company boosts Lancashire arm with acquisition
Deal adds around £260m assets under management
Moneyfarm rolls out digital wealth service for UK advisers
‘Firms like Wealthify offer B2B and make the point that small pots are viable’
Isle of Man trust company fined
With three directors deemed not to be ‘fit and proper’
Best Practice | 24 Nov 21
Stressed clients benefit from ‘therapeutic’ financial advice
HSBC Life discovers an ‘intrinsic link’ between financial planning and improved mental and physical health