Companies
Industry legend Bill Vasilieff dies aged 68
The founder of Novia Financial passed on 19 November suddenly and peacefully
US marketplace evolution: The new horizon for international wealth managers
As cross-border wealth management looks to be a standout area for expansion and innovation
57% of inheritance advisers seen instances of financial abuse or suspected it
Including cases of lasting power of attorney coercion
Defaqto CEO Q&A: ‘AI provides a world of opportunity’
John Milliken says the advisory market should be more data-driven
Wealth management sector paid out £3.8m in FCA fines this year
An FOI request by Oxford Risk has revealed