PEOPLE MOVES: Evelyn Partners, Aegon, Quilter Cheviot, the CISI, Jupiter AM
Associate director added to London financial planning team
UK advisers with clients looking to move to Portugal and make the most of tax-efficient opportunities but avoid costly mistakes need to consider seven key questions, according to international wealth and tax management firm Blevins Franks.
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Associate director added to London financial planning team
New product framework for CCIs, including investment trusts, aims to simplify information for retail investors
Allegations of fraud and money laundering
Cheshire-based Efinity Wealth among the new appointed representatives
The Consumer Price Index rose yet again in November as fuel costs increased, making an interest rate cut unlikely
Just a third of active funds outperform passive across a decade