Industry
Tech is shaping how wealth firms and IFAs prospect for clients
With freed up resources offering more opportunity to nurture existing clients
Best Practice | 28 Jun 19
Using offshore trusts for high net worth individuals
Cutting through the mystery that often leaves clients feeling confused
UK financial planning firm eyes £20m fundraiser for M&A plans
It will offer convertible unsecured loan stocks worth £5,000 each
Many wealthy UK under 50s do not have Wills
Write one, update it and make sure assets are distributed according to your wishes
Mini-bond investors received advice and can get compensation
UK lifeboat scheme investigation into London Capital & Finance showed misleading advisory practices