Industry
Global financial advice firm secures federal approval from SEC
In addition to the US, it has offices in the UAE, Switzerland and the UK
UAE advisers have worst reputation among western expats
‘Cold calling needs to stop’ for their image to improve
STM sells Jersey trust businesses for £1.86m
To ‘focus on core activities of pension administration and provision of life assurance wrappers’
UK banking group to buy retirement product provider for £400m?
Prospective deal will help bolster its IFA distribution channel
Hansard names chief executive as Gordon Marr steps down
He has held roles at NatWest, Zurich, Close Brothers and Barclays