Industry
Hong Kong relationship manager banned for 10 years
After ‘misrepresenting’ her academic qualifications to former employers Julius Baer and Bank of Singapore
Best Practice | 1 Dec 21
NYU unveils financial planning postgraduate degree
Firms want advisers ‘who can meet with clients, communicate effectively, and make recommendations’
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’
UK scraps mandatory PI insurance plans for tax advisers
Government ‘committed to raising standards’ in the market
Over 1,000 claims against British Steel sent to FSCS
Total compensation now stands at around £30m

