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Regions

Companies | 17 Jun 19

IFAs ‘squandering vast numbers of hours’ by not embracing tech

Those slow to adopt technology lose over eight weeks of work per year

Chinese wealth firm expands offering to Canada

Asia | 14 Jun 19

Chinese wealth firm expands offering to Canada

It will be able to give financial advice to HNW individuals and family offices in the country

How to advise vulnerable clients

Best Practice | 14 Jun 19

How to advise vulnerable clients

UK financial watchdog has made it clear that firms are expected to take up the challenge

Companies | 14 Jun 19

US in the news: Rockefeller expands family office operation

A round-up of the latest people moves and M&A deals in North America

Companies | 14 Jun 19

UK Sipp firm in default

It did not exercise sufficient due diligence and clients will be eligible to claim compensation

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.