Financial planning
Financial planning | 16 Apr 24
Defined benefit pensions transfer numbers dropped 30% last year
The number of firms that received DB transfers has also trended downwards
The CISI and Evertreen partner to plant trees to build ‘sustainable future’
CISI has already planted 10,000 trees, equally split between Kenya and the Philippines
Financial planning | 15 Apr 24
Jersey-registered Titan Wealth grow AUM to £17.3bn with latest adviser acquisition
The deal significantly increases Titan Wealth’s presence in the East of England
Malaysia financial regulator revokes financial planner’s licence for false statement
The financial planner was ‘no longer fit and proper’ to carry out regulated activities
Eight Advisory debuts Spanish market with office in Madrid
Headquartered in France, Eight Advisory has a team of over 850 consultants