Investment
Portugal set to u-turn on golden visa axe?
Country announced several months ago it was scrapping the scheme
Simply Biz parent group buys stake in advice tech firm
In a bid to help the company ‘develop the future of financial planning CRM’
UK financial planning firm launches DFM arm
In collaboration with Vanguard and Redington
Alternatives | 19 Jun 23
J Safra Sarasin SAM remains underweight in equities
But it is overweight in bonds, cash and alternative assets
Will lack of adviser ESG training spark a mis-selling scandal?
Confusing terminology, no standardised reporting frameworks and greenwashing all could pose a problem