Industry
Wealth manager buys UK financial planning firm
As it bids to reach £1bn AuM over the next few years
UK tax tribunal delivers outcome on domicile case
Appeal results in reduction in taxes of around £100,000
Best Practice | 5 Sep 23
Paraplanners call for better tech to help deliver value for clients
But 54% see AI as both an opportunity and a threat
The seven signs of a ‘progressive platform’
Companies that strive to improve ‘haven’t always been easy to find’
FCA to review treatment of politically exposed persons
Regulator will ‘take prompt action if any significant deficiencies are identified in the arrangements of any firm assessed’