NRI Adviser
Financial planning | 8 Aug 24
Voyant integrates financial planning tool with data from behavioural finance experts Oxford Risk
The integration will be released in Q3 2024
Dutch investment firm Vortex Capital Partners and tech boutique form strategic partnership
TP Tuned was established in 2015 to address the need of large multinationals for a more efficient approach to transfer pricing
Financial planning | 7 Aug 24
Total pensions overtaxation bill approaches £1.3bn as average UK reclaims soar
UK savers reclaimed £57m in overtaxation on pension withdrawals in April, May and June 2024
Regulation | 6 Aug 24
FCA secures high court order for unauthorised mortgage broker to pay £4m
FCA said these ‘sham brokers preyed on vulnerable people who were struggling financially’
Rathbones Group goes live with Iress’ Xplan
Xplan will also be the financial planning platform of choice for Rathbones’ upcoming integration with Investec Wealth & Investment