United Kingdom
North America | 8 Feb 23
Advice tech firm eyes UK and US expansion after raising $18m
BNY Mellon and RBC invested in the company during a funding round
Best Practice | 8 Feb 23
FCA expects firms to make ‘fundamental changes’ for Consumer Duty
But it wants to work together with industry to ‘rebuild trust and confidence’
Evelyn Partners buys tax advice firm
In a bid to expand its footprint in the north of England
PEOPLE MOVES: Brooks Macdonald, Sigma, Tenet&You
Chairman leaves investment manager, while UAE wealth firm names managing partner
Menopause support for women lacking in financial services
Some feel this is caused by ageism and gender discrimination