PEOPLE MOVES: Evelyn Partners, Aegon, Quilter Cheviot, the CISI, Jupiter AM
Associate director added to London financial planning team
UK chancellor Philip Hammond has put on hold some significant changes relating to IHT, deemed domicile rules, and life insurance policies due to the snap election in June, that will impact the international advice market.
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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
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Just a third of active funds outperform passive across a decade