Professional development is key for growth in Middle East advice industry
To help create a ‘buoyant and abundant sector that is ripe with opportunities’
Industry
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US in the news: Wealth Enhancement Group buys New Jersey firm
A round-up of people moves and M&A deals across North America
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UK advice firm expands footprint with £3.9m acquisition
As it receives funding from bank to finance its growth plans
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PEOPLE MOVES: RBC, SFC, Indosuez WM
Bank names chief executive of wealth management international, as Hong Kong regulator replaces outgoing CEO Ashley Alder
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Why I became a financial adviser…
Mark Firkin was a general manager in the leisure sector before joining Future Perfect Financial Solutions
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SEC takes aim at Danske Bank over money-laundering in Estonia
High-risk customer transactions generated up to 99% of the branch’s profits
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AILO bids to attract next gen to life sector
As it unveils initiative to sponsor students with an ‘enthusiasm for the insurance industry’
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BoE split as majority vote to raise interest rates to 3.5%
Two committee members backed no change, while one favoured a 75bps rise
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Tax pensions on death, UK government told
DC schemes front and centre but scant mention of defined benefit pots
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Fairstone adds £200m FuM with latest acquisition
Group funds under management surpasses £13bn
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Perspective buys IFA firm and has four more deals in the pipeline
Its 12th acquisition of 2022 adds £115m to AuM
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Aussie adviser jailed for superannuation fraud
He dishonestly took money from his clients