United Kingdom
Private bank expands DFM offering for UK advisers
It has appointed ex-Abrdn BDM as director of intermediary sales to run the operation
Cost and loss of control worry advisers when outsourcing CIP
Centralised investment propositions could become ‘unmanageable’ for 97% of firms
Best Practice | 28 Sep 22
Financial adviser training provider sold
Founder will continue to be involved in the business
Compensation for Meyado UK clients nears £1m
Lifeboat service is still assessing claims against the firm
Redress solution for bad pension transfer advice likely to cause more problems
If enacted, the recommendations could put consumers in a worse tax position