News
Financial planning | news 15 Jul 24
Evelyn Partners names Charlotte Platts to drive financial planning growth in three UK regions
Platts joins from Nationwide Building Society where, as director of financial planning, she led a team of 330
Middle East | news 12 Jul 24
Ex-Jersey Finance head Allan Wood joins Cavenwell Group as strategic adviser in Dubai
Cavenwell Group specialises in global wealth structuring for entrepreneurs, UHNWIs and their families
Regulation | news 12 Jul 24
Isle of Man FSA flags future inspections and other activities in new calendar
The aim is to assist firms with their forward planning, particularly in relation to compliance matters
Financial planning | news 12 Jul 24
FPSB unveils date for this year’s World Financial Planning Day
The day will coincide with the International Organization of Securities Commissions World Investor Week
Swedish wealth manager Söderberg & Partners invests in trio of IFA firms
Most recently, in April, Söderberg & Partners made investments in four IFA firms