South African regulator to revamp trustee e-learning platform
First set of modules will be launched in September 2023
News
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Platform partners with BlackRock to launch three money-market funds
They will be available for UK retail investors
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Just 37% of female investors have high levels of financial confidence
This is compared with 52% of men
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UK taxman collects £2.6bn from IHT receipts in 3 months
Bereaved families are ‘increasingly filling government coffers’ due to frozen thresholds.
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Irwin Mitchell CEO dies
Andrew Tucker has passed away at the age of 63
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HMRC paid over £500,000 to whistleblowers last year
Up 75% from five years ago
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IFA group names Christian Burgess as chief financial and operations officer
As the firm hires Peter Blanc as non-executive director
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Insurance group sets up end of service gratuity arm in DIFC
Operation will administer workplace savings schemes
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UBS plans to build out wealth management team in India
Bank is reportedly looking to add at least seven relationship managers
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CII unveils training programmes for advice industry
Both schemes will begin in October
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Schroders launches ESG guides to support financial advisers
Confidence when speaking about sustainable investing is dropping
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Brooks Macdonald partners with Family Business United
Wealth manager will provide a range of services to 250 member companies and their employees