NRI Adviser
Wealthy individuals leaving UK and relocating to Italy says top lawyer
There is also a significant migration to Italy from other EU countries and Latin America
Financial planning | 24 Jul 24
Titan Wealth to acquire Dubai headquartered wealth manager AHR Group
The acquisition of AHR is Titan Wealth’s first international deal
Investment | 23 Jul 24
CySEC fines IC Markets €200,000 for leverage violations through a third country entity
It did not ensure the protection of its clients’ interests, the regulator said
Investment | 23 Jul 24
7IM unveils platform upgrades, including advice fees on regular platform contributions
Other additions include portfolio drift reports for advisers who use DFM model portfolios on 7IM’s platform
Financial planning | 23 Jul 24
Retirement of financial advisers is source of real concern for clients, reveals new research
21% of people believe their financial planner will retire within the next two years