North America
Advice firm shut down after promoting fund warned against in UK, New Zealand, US
The company also claimed to run an industry-leading education academy
Financial planning | 8 May 24
Alexander Beard Group joins US employee benefits brokerage Assurex Global
The partnership currently includes Griffiths & Armour in Liverpool, and Broadstone Financial Solutions in London.
US fintech Marygold & Co acquires its second UK financial planning firm
SBS has approximately £27m in assets under advice
Industry cites ‘excellent’ list of international advisers amid Brite Advisors Sunday Times report
The Sunday Times piece emphasised the scale of operation involving multiple regulators
Madoff’s reporting red flags led to demands for transparency, but what’s changed in 15 years?
Many asset managers continue to rely on siloed legacy systems