News
UK advice firm fined for breach of cold calling ban
It instigated over 107,000 unsolicited marketing calls about pension schemes
Abrdn acquires investment platform for £1.49bn
Deal brings £55bn AuA and over 400,000 customers to the group
Hong Kong relationship manager banned for 10 years
After ‘misrepresenting’ her academic qualifications to former employers Julius Baer and Bank of Singapore
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’