United Kingdom
Best Practice | 11 Dec 19
Investment manager creates Prod toolkit for advisers
They still need to work on their ‘to-do’ list as compliance is proving hard
FCA in talks with Google over mini-bond online adverts ban
UK regulator aims to develop technology to check if firms are authorised
UK taxman overtaxed more than 460,000 people last year
And they were forced to submit refund claims to get their money back
St James’s Place acquires Scottish advice firm
Deal a ‘natural next step in the continuation of a long-standing and successful business relationship’
Women-focused wealth business joins UK adviser
To improve the representation of women within the industry