UK-based digital wealth platform sold to global fintech firm
Acquirer sees a growing demand from companies to ‘modernise their legacy point solutions’
Best Practice | 15 Jun 23
Quilter Cheviot to offer greenwashing training for advisers
It will be the first in a series of sessions from the firm’s responsible investment team
Directors charged with fraud over Costa Rica plantation investment scheme
‘Abrupt collapse’ of company saw around 3,500 UK investors lose £70m
Canaccord Genuity MBO falls through after offer expires
Regulatory snag was not overcome in time
Best Practice | 15 Jun 23
21% of clients think advisers don’t understand their behavioural biases
But they should be taken into account as part of the much-anticipated Consumer Duty rules