NRI Adviser
VIDEO: II/IA Global Advice Study 2024-2025 preview with Rachel Meadows, MD, IFGL Pensions
In this video IFGL Pensions MD Rachel Meadows discusses some of the findings of the II/IA Global Advice Study 2024-2025
Guernsey receives ‘positive’ MONEYVAL evaluation
It was one of a very small number of jurisdictions to receive more than one top rating of ‘High’
Financial planning | 10 Feb 25
Shackleton adds £300m AUM with acquisition of financial planner
It brings the number of deals completed to a total of 16 since Sovereign invested in it
Financial planning | 7 Feb 25
70% of people would prefer to save a surprise bonus than spend the money
Top preference for the bonus was putting it into a bank savings account
SJP partners with Dynamic Planner to provide client risk profiling ‘at scale’
Dynamic Planner’s profiling capabilities will be made accessible to SJP’s 4,800 advisers