Companies
Advice firm under investigation over pension transfers
It failed to pay compensation as ordered by the Financial Ombudsman Service
Investors want more education from providers and advisers
They also demand for personal values and principles to be at forefront of their strategies
Most HNWs in Middle East have no succession plan
Just 24% have a strategy in place to pass on their family business
PEOPLE MOVES: Edmond de Rothschild, Bravura, AJ Bell
Financial services giant makes c-suite change, as wealth tech solution provider names CEO
Bank of America invests in fintech platform
They have been partners since 2018