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Vulnerable clients

Best Practice | 16 Jun 20

SimplyBiz rolls out vulnerable client hub

As Frenkel Topping creates financial advice joint venture with spinal cord injury charity

Companies | 27 Mar 20

Watchdog warns of ‘opportunistic’ covid-19 scammers

Consumers have already been contacted by fraudsters looking to steal their money

Industry | 21 Feb 20

UK financial adviser banned for life

After he was convicted of stealing £2.1m in client funds

Companies | 19 Sep 19

CII apologises for St James’s Place exclusive training deal

Qualification will now be available to all members during the pilot launch

Asia | 16 Sep 19

Australian bank tackles vulnerable client issue

As global concerns see UK-based financial services software provider roll out an IFA support tool

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.