NRI Adviser
What can wealth firms do to create customer controlled experiences?
A few key areas warrant attention.
Partners Wealth Management acquires Aberdeen-headquartered wealth firm
PWM will now look after combined assets totalling c.£6bn
Isle of Man FSA issues ‘clarity’ on commercially exposed persons’ among AML updates
There are also updates on source of funds and wealth
Financial planning | 27 Feb 25
Married men over 50 most likely to receive financial advice
The research draws on 2.8 million advised client records held within intelliflo office
IA Global Financial Services Awards 2025: Deadline for nominations is 7 March
Don’t miss out! The nominations deadline is fast approaching