United Kingdom
‘Detective’ investors blocked £2m of scams in 2022
39% claim that their investigative and research skills are helping them spot signs of fraud
UK wealth manager sets up financial planning service
It can be used as a complementary solution alongside existing adviser relationships
IFA group expands into Northern Ireland
Company sees it as an ‘important location’
Widow wins high court challenge after husband leaves her out of Will
He wanted to pass down his estate of over £1m to his two sons
PEOPLE MOVES: CII, Saltus, Ocorian
COO to step down from professional body, as wealth firm makes c-suite change