NRI Adviser
AXA Switzerland launches bancassurance solution powered by additiv tech platform
addProtect gives banks direct access to the platform without the need for additional integration with existing IT systems
Dubai FSA imposes $100k fine over unauthorised financial promotions in DIFC
The DFSA said it ‘will not hesitate to act against firms that mislead the public about their regulatory status or location’
Financial planning | 6 Nov 24
Kinrock becomes UK’s ‘largest’ independent provider of digital CPD services to FS sector
This acquisition follows Kinrock’s previous integrations of CPD and e-learning providers
Financial planning | 5 Nov 24
Brooks Macdonald acquires chartered financial planner CST Wealth Management
The deal adds assets under advice of £170m
Investment | 1 Nov 24
7IM takes AUM to £27bn with acquisition of ASHL’s Rockhold Asset Management
Rockhold AM was launched in 2022 by the ASHL Group, looking after c£2bn of assets today