Companies
Global wealth firm reports record $2bn in assets under advice
As its network membership grows 30% in 2020
Aussie regulator bans financial adviser for three years
He ‘failed to provide’ advice in the best interests of his clients
Can UK financial services survive without an EU deal?
‘Equivalence should be seen as a starting point’ and ‘imperative’ Britain does not accept rule taking
Financial services education firm sold
Deal will bolster acquirer’s plans to increase its industry training offering
PEOPLE MOVES: Openwork, Phoenix Group, Brown Shipley
Financial advice network names COO, retirement firm hires pensions and savings director