NRI Adviser
Financial Planning Standards Board names board chair, expands global leadership
FPSB also announces two new board members, Marcia Dessen and Jan Karsten, to serve three-year terms
Investment | 20 Nov 24
Quilter Investors adds new asset classes to monthly income portfolios
Local currency emerging market debt is one of the new asset classes
International insurer Rokstone launches in Dubai IFC
The Dubai operation will capture regional business in MENA not currently coming to London
Cyprus Securities and Exchange Commission warns against raft of unregulated entities
The regulator urged investors to consult its website before conducting business with investment firms
Financial planning | 18 Nov 24
Over half of millennials with wealth over £25m say their family has no philanthropic arm
69% of young heirs surveyed aged 18-40 are happy about stepping into leadership roles within the family business