NRI Adviser
Investment | 2 May 24
Dynamic Planner boosts DFM model portfolio research capabilities
Past performance for over 900 DFM MPS solutions currently risk profiled has been added
Financial planning | 2 May 24
HSBC Life UK launches inheritance tax calculator for advisers
Advisers can select a range of options including current IHT liabilities for clients and future liabilities based on increased asset values
Isle of Man FSA warns scam letter uses its logo, authority and names company
The claims were ‘false and the authority would never make the declarations exampled within the document’
Canaccord Genuity WM names David Muncaster for newly-created international distribution role
He will cover UK distribution, Guernsey, Jersey, and the Isle of Man and oversee the international sales in Europe, Middle East, and Asia.
Oakglen Wealth partners with FEIFA
The relationship with FEIFA will be headed up by Nick Davis, investment director – UK, at Oakglen