Latest news
UK pension platform sold to Canadian tech firm
This marks the company’s first foray into the British investment market
SJP praised for co-operating over costs and profitability concerns
Activist investor Primestone Capital accused wealth manager of fostering a ‘high cost culture’
Private equity giant eyes sale of Lombard International?
It is reportedly working with Bank of America Merrill Lynch following several offers
Best Practice | 10 Dec 20
Openwork urges advisers to get protection qualifications
It believes there is an educational gap in the sector that needs addressing
Unregulated financial adviser with six aliases banned
She was already convicted and disqualified in 2009
