Regions
Dynamic Planner rolls out sustainable investing tool for IFAs
It will provide advice firms with a clear, objective view of a fund’s ESG characteristics, says CEO Goss
Wealth manager buys UK advice firm
Deal expands the company’s existing operations in London and south east
STM Group veteran steps down as CFO
She has been at the business for 17 years and served in the c-suite role for seven
Succession Wealth teams up with tech company
In a bid to tackle ‘one of the biggest challenges for adviser firms’
IIFL Asset Management appoints chief executive
He previously held senior roles at L&T Financial Services and EFG Wealth Management India