Fraudsters use WhatsApp to offer 100% return on investments
Claim they are affiliated with or represent Allan Gray
Best Practice
-
-
What does it really take to advise vulnerable clients?
Awareness is on the rise, but vulnerability doesn’t only apply to elderly customers
-
Diversity group unveils global top 100 executive allies list
It features c-suite and senior figures in financial services around the world
-
CII makes training donation for professionals hit by covid-19
As 203 members receive discount on digital learning materials to continue studies
-
Will UK assets invite a bigger tax bill after Brexit?
Once in full effect, can we expect the tax burden to increase for property, investments and pensions?
-
SimplyBiz rolls out vulnerable client hub
As Frenkel Topping creates financial advice joint venture with spinal cord injury charity
-
What questions should advisers ask their network?
Impact of recent regulations and Brexit are going to change the rules of the game
-
BNY Mellon rolls out ESG training for UK intermediaries
As Blackfinch Asset Management jumps on the band wagon with introduction of retail ESG funds
-
Aviva and Tencent joint venture offers HK$100m free life cover
To Hong Kong permanent residents who are or were in industries hit hardest by the pandemic
-
Raymond James unveils LGBT+ adviser network
The firm has also allocated resources to increase awareness and raise visibility of LGBT+ communities
-
Covid-19, global mobility and taxation
Financial planners need to have a good understanding of the 2013 statutory residence test
-
Aisa Group trio passes Czech capital markets exam
End of passporting means it’s ‘essential firms like ours maintain appropriate EU investment licences’