NRI Adviser
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
STM Group delays acquisition completion deadline to 28 June
Shareholders previously showed ‘overwhelming support’ for the move.
Hong Kong’s BMP Wealth gets ‘significant’ investment for acquisitions from UK asset manager
The investment will be used to acquire adviser firms whose owners are looking to retire or leave the industry in next few years
Regulation | 28 May 24
Banking fraudster jailed over fake applications for loans and pensions
He uploaded ‘selfie’ pics which, in conjunction with stolen customer personal data seized, enabled him to bypass online verification
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”