Latest news
UBS restructures global wealth management arm
And divides Emea into three ‘distinct business units’
SMCR burden to hit solo-regulated advice firms hardest
As freeze on FCA register updates means they will likely need to self-report their status
Australian wealth firm sells advice and life arm
For A$2.5m and advisers will be able to keep working for the acquiring company
Best Practice | 6 Jan 20
Ailo rolls out cross-border life insurance e-learning tool
It will be available for free to all its members and is CPD accredited
Client endorsements biggest opportunity for advisers in 2020
As word of mouth remains top business boost going into the new year, Intelliflo says