Wealth Management
Watchdog warns public not to deal with ex-wealth firm employee
Company says it is not ‘affiliated’ with him anymore
UK lifeboat scheme declares 17 advisory firms in default
Between November 2019 and January 2020 from all over the UK
Fintech firm strengthens wealth management offering
It hopes acquisition will help the business ‘enhance’ client experience
What does the future hold for dormant wealth assets?
HM Treasury consults on expanding scheme that puts forgotten money to better use
US wealth management group acquires Australian firm
Deal will expand the business’ international presence