Latest news
Advisory platform rolls out online client portal
People will be able to access their investments and communicate with their adviser
Investment firm partners with LatAm asset manager
The agreement will provide the company with ‘deeper insight into markets in Latin America’
UK regulator clamps down on tax avoidance trust scheme
It is marketed as a wealth management strategy that disguises taxable income
Advice firms and directors draw wrath of UK watchdog
They recommended pension switches and transfers to products that invested in high risk, illiquid assets
Hong Kong reverse mortgage product to support retirement
It will use a life policy as ‘collateral to draw down loans’