NRI Adviser
Financial planning | 8 May 24
Alexander Beard Group joins US employee benefits brokerage Assurex Global
The partnership currently includes Griffiths & Armour in Liverpool, and Broadstone Financial Solutions in London.
London Capital & Finance auditors PWC and EY fined over £4m each for ‘serious breaches’
LCF went into administration on 30 January 2019, owing about £237m to 11,625 individual bondholders
Vistra gains license to provide fund administration services from Ireland
It has made three key appointments to support the expansion plan in Ireland
Financial planning | 8 May 24
Advanta Solutions acquires City of London advice firm
It marks Advanta’s first acquisition in 2024 and the eighth in total
Investment | 7 May 24
Ex-CEO of Shard Capital Partners fined and banned by FCA
The decision following two separate instances of providing incorrect information about clients’ cash