United Kingdom
What is a certificate of tax position – should I be worried?
HMRC power was introduced in January 2019 and is big news for holders of overseas accounts and assets
PEOPLE MOVES: DeVere Group, HSBC, Deutsche Bank WM
Global financial adviser firm makes two hires and German bank appoints Gulf head of wealth management
Tech provider rolls out reviewer tool for advisers
Software will be able to create client pension and investment reports ‘in minutes’
Platform unveils financial adviser suitability white paper
It has joined forces with a former UK watchdog boffin to help firms comply with industry changes
IFA firms join forces to bolster UK reach
The combined company is open to acquisitions ‘if the right business comes up’