News
Global advice firm opens Canary Islands office
Former Blevins Franks private client manager will run the operation in Tenerife
UK advisers to reduce platform usage amid cost-of-living crisis
Providers ‘may be in for a bumpy ride over the next few months’
Best Practice | news 11 Oct 22
Client suitability systems not up to scratch, say wealth managers
Just 7% believe current processes can react quickly to changes in customer circumstances
Feifa joins forces with UK investment firm
To enable investors to have a ‘more predictable financial future’
Uncategorised | news 11 Oct 22
St James’s Place partner firm buys advice company
‘As we grow, it’s really important we work with people who share our values and priorities’