STM Group agrees revised offer to sell business
Potential acquirer has until 8 September to place a firm bid
Wealth manager buys UK financial planning firm
As it bids to reach £1bn AuM over the next few years
Best Practice | 5 Sep 23
Paraplanners call for better tech to help deliver value for clients
But 54% see AI as both an opportunity and a threat
FCA to review treatment of politically exposed persons
Regulator will ‘take prompt action if any significant deficiencies are identified in the arrangements of any firm assessed’
Best Practice | 5 Sep 23
Feifa unveils recruitment hub
To help member firms that have been ‘struggling to find appropriate people to fill roles that they have available’