CISI partners with Anglia Ruskin University
To offer eligible students the option of sitting CISI exams during their course
News
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Consultancy firm launches M&A guide for financial advisers
Addressing the multifaceted nature of selling a business and helping IFAs to reach a decision
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Are clients using investing tools to their advantage?
Morningstar’s Samantha Lamas discusses how tech needs to be utilised better
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PEOPLE MOVES: Perpetual Group, Lombard Odier, Bravura
Asset manager reshuffles global operation, as wealth firm bolsters UK arm
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Lioner International Group opens office in Beijing
In response to demand for family office services in the country
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IHT penalties increase by 34% in a year
HMRC ‘don’t hold back where they suspect inheritance tax has been underpaid’
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Should retail investors be given access to LTAFs?
Advisers will play a ‘key role’ in helping clients understand long-term asset funds
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Matthew Smalley to leave TallRock Capital
He is stepping away from advising
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Liontrust’s takeover of GAM falls through after final deadline
34% of GAM shares were tendered into the offer
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Farro Capital parent launches immigration subsidiary
It will initially target markets across Asia and the Middle East
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IFA acquirer snaps up UK advice company
Deal adds £40m in client funds
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Two UK-based firms fail
With the FSCS receiving claims related to investment and secured bonds