Industry
CISI names new Ireland country head
He joins the CISI from Dublin-based StoneX Group
Tax & Regulation | 17 Dec 24
AI and machine learning to help pension plan governance, says CFA report
The research looked at markets including Australia, Japan, UK and US
Regulation | 17 Dec 24
Two advisers appeal ban over ‘flawed’ pension transfer advice
The FCA said the pair operated a flawed advice model that put clients’ guaranteed pension benefits at significant risk
People Moves | 17 Dec 24
Evelyn Partners adds to London financial planning team
Mimi Corden-Lloyd previously worked at Coutts private bank
LGT Wealth Management adopts pass-through voting in European first
Pass-through voting empowers fund investors to have a direct say in key decisions