United Kingdom
Advisory platform rolls out online client portal
People will be able to access their investments and communicate with their adviser
Best Practice | 13 May 19
Industry trade body unveils regulation seminars
Free sessions will give investment managers and financial advisers an opportunity to learn anywhere
UK regulator clamps down on tax avoidance trust scheme
It is marketed as a wealth management strategy that disguises taxable income
Wealth management firm completes first deal of 2019
It may make two more deals before the end of the year which could tip AUM over £1bn
Lasting power of attorney is a valuable financial ‘safety net’
Mental illness protections can be insurance against the risk posed by scammers