Industry
Morningstar unveils research portal for advisers
To help them provide personalised advice to their clients
Global wealth manager merges with family office
Combined company will oversee $29bn in assets
FCA begins targeted review of appointed representatives
It is writing to principal firms requesting mandatory information about their ARs
Global wealth firm opens office in Dubai
Months after it was acquired by US-headquartered advice group Focus Financial
Schroders subsidiary buys 51% stake in advice network
Acquired business has £2bn of assets under management