NRI Adviser

Europe | 15 Jul 24

There are three core model portfolios and three thematic model portfolios

Financial planning | 15 Jul 24

Platts joins from Nationwide Building Society where, as director of financial planning, she led a team of 330

Regulation | 12 Jul 24

The aim is to assist firms with their forward planning, particularly in relation to compliance matters

Financial planning | 12 Jul 24

The day will coincide with the International Organization of Securities Commissions World Investor Week

Companies | 12 Jul 24

Most recently, in April, Söderberg & Partners made investments in four IFA firms