Financial planning
DeVere New Zealand ‘censured over conduct’ while advising clients on UK pension transfers
The FMA acknowledged deVere’s cooperation to date, its desire to meet in full all its obligations, and its efforts to remedy the breaches
UK and Ireland-based accountancy and wealth manager Sagars rebrands to AAB
Sagars merged with AAB in 2021, widening the breadth and depth of services they provide to businesses and individuals
Financial planning | 16 Jul 24
Entries for 25th Annual II Awards now live and available to enter for limited period
The awards will be open for entries to II subscribers for a period of six weeks before  shortlisting. Judging and in the case of some awards a period of readers voting will take place ahead of the II Awards 2024 ceremony on October 10, 2024
II Awards 2024 preview – Winner’s Stories – IFGL
In this video, we speak to IFGL CEO David Kneeshaw who discusses the company’s success at last year event
Financial planning | 15 Jul 24
Evelyn Partners names Charlotte Platts to drive financial planning growth in three UK regions
Platts joins from Nationwide Building Society where, as director of financial planning, she led a team of 330