Financial planning
Financial planning | 29 May 24
100 Scots students on track for financial services careers insight day
Students will hear from financial services practitioners, including introductions to Scotland’s financial services sector and front, middle and back-office roles available
Financial planning | 28 May 24
Third annual II Latin America Forum to take place in Uruguay
The venue for the event on Wednesday September 25, 2024, is in the Conference Centre at ZonAmerica, Montevideo
Financial planning | 24 May 24
II Connect captures the pre-election mood with ‘call to action’ cross-jurisdictional planning
Canada Life’s John Chew call for advisers to urgently contact their clients “in the next week”
Financial planning | 22 May 24
Hoxton Capital Management reclaims over £1m for clients through tax planning
The funds primarily stem from pension withdrawals and withholding tax deductions in the UK
Melo partners with longstanding online financial adviser community LifeTalk for ‘new voice’
Melo was formed through recent merger of The Exit Partnership, Change Squared and AspireExec