Regions
Advice platform bags $3.5m in funding round
Funds will help the company continue its expansion across the US
Financial planning firm bolsters private client arm with acquisition
Deal will expand the company’s offering across the south west of England
Life insurer to roll out income protection product
It will be made available to advisers
Duo arrested in Ponzi investment scam investigation
Multiple victims across the UK have reported losing varying sums of money
Novia Financial co-founder sets up advice company
It will target ‘lower-value’ clients with less complex needs