News
Best Practice | news 1 Dec 21
NYU unveils financial planning postgraduate degree
Firms want advisers ‘who can meet with clients, communicate effectively, and make recommendations’
€1.6bn bid for Intertrust dropped
Companies are ‘no longer in discussions’
Jersey wealth manager buys IFA firm for £4m
Deal adds £77m in assets under advice and 500 clients to the business
Westpac agrees to pay A$113m penalty
After regulator alleges the bank charged advice fees to over 11,000 deceased customers
PEOPLE MOVES: Redington, Aegon UK, Scottish Friendly
CEO leaves investment consultancy firm, as product provider names CFO