NRI Adviser
Investment | 15 Jul 24
Invesco makes four promotions to UK distribution team
The promotions are aimed at supporting its strategic priorities and driving growth across key client segments
WisdomTree partners with Trading 212 to offer ETF model portfolios to UK, European investors
There are three core model portfolios and three thematic model portfolios
Financial planning | 15 Jul 24
Evelyn Partners names Charlotte Platts to drive financial planning growth in three UK regions
Platts joins from Nationwide Building Society where, as director of financial planning, she led a team of 330
Regulation | 12 Jul 24
Isle of Man FSA flags future inspections and other activities in new calendar
The aim is to assist firms with their forward planning, particularly in relation to compliance matters
Financial planning | 12 Jul 24
FPSB unveils date for this year’s World Financial Planning Day
The day will coincide with the International Organization of Securities Commissions World Investor Week




