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Sarah Lord, Killik & Co’s wealth planning director for the Middle East, throws down a challenge for any financial adviser in the Gulf to come forward if they are more qualified than she is.
As a fellow of the UK‘s Personal Finance Society and certified financial planner, with other specialist exams under her belt and plans to take still more later in the year, Lord also answers the tricky question as to which qualifications are best to help in advising international clients.
CB Payments Limited onboarded more than 13,000 high-risk clients who executed $226m worth of transactions
Brooks Macdonald adds head of adviser solutions
Income-related fund research had been in decline
Matteo Dante Perruccio, senior adviser at 3iQ, on crypto’s entry into the asset management industry
Biden withdraws from presidential race, endorsing Vice President Kamala Harris in his wake
Morningstar’s Evangelia Gkeka looks at the path for the UK bond market in the coming years
