Regions
Tech provider rolls out reviewer tool for advisers
Software will be able to create client pension and investment reports ‘in minutes’
Platform unveils financial adviser suitability white paper
It has joined forces with a former UK watchdog boffin to help firms comply with industry changes
Oman and UAE banks eye high net worth market
Wealth management centre and investment solutions on agenda to grow client offering
IFA firms join forces to bolster UK reach
The combined company is open to acquisitions ‘if the right business comes up’
Thousands in UK lose lifetime allowance protection
People are facing ‘huge’ tax bills as a result – but a court ruling could give them a glimmer of hope