Financial services education firm sold
Deal will bolster acquirer’s plans to increase its industry training offering
Latest news
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PEOPLE MOVES: Openwork, Phoenix Group, Brown Shipley
Financial advice network names COO, retirement firm hires pensions and savings director
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Are UK pension savers missing out on £140,000?
This would give people an additional four years of ‘comfortable retirement’, says Quilter
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Aussie advice firm deputy CIO accused of sexual harassment
Former employee alleges her career suffered as a result
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FCA refuses to authorise more than 340 firms
As it prevents 12 financial advice companies from phoenixing
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UK regulator rolls out DB transfer assessment tool
To examine financial advice given before October 2020
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Tech firm unveils automated abridged advice offering
It will help pension scheme members understand if transferring out is their best option
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Health insurance demand rises among global expats
Over a third added family members to their current plan
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Standard Life Aberdeen JV unveils pension products in China
It becomes the ‘first foreign-invested joint venture to receive this approval’ in the country
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Argentina passes ‘one-off’ wealth tax
To raise $3.5bn to pay the country’s covid-19 bill
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Banking giant creates global wealth management business
Operation will be led by the group’s head of investor sales and relationship management
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US fund manager charged for defrauding retail investors
He and his company misappropriated $7m in client money via real estate investments