Regions
Financial planning group snaps up London-based advice firm
Acquirer now has over £2bn in AuM/A
M&G names ex-Brooks Macdonald chief executive as wealth CEO
She was also previously chief executive of Abrdn Personal Wealth
Australia sets up task force to disrupt investment scams
It is an ‘important step towards protecting’ investors in the country
Best Practice | 3 Jul 23
Trade body tells advice firms not to be ‘Consumer Duty Zombies’
As it marks 28 days until the deadline to comply with the regulatory regime