Regions
Best Practice | 3 Mar 23
What challenges do advice firms face with Consumer Duty?
Regulator is expecting companies to put their customers’ needs first – and be able to prove it
Wellington Management unveils funds to Singapore retail market
To expand its offerings in the Lion City
UK advice company buys financial planning business
Managing director of acquired firm will move into a relationship management role
PEOPLE MOVES: Swiss Life, LGT, Investec W&I
Insurer names chief executive of international, as banking group appoints CEO of Switzerland
International expat advice company hits £1bn AuM
As it appoints SimplyBiz group compliance director as NED