The recommendation relies on the “circular economy.”
CISI awards Chartered status to Dubai firm
The Chartered Institute for Securities & Investment (CISI), the professional body which provides the Certified Financial Planner designation in the UK, has awarded CISI Chartered Firm status to wealth manager AHR Dubai.
Apollo moves to start private credit ETF with State Street
The offering, a mix of liquid credit and private investment, still needs regulatory approval.
FCA launches first crypto criminal prosecution
The FCA has charged the first individual with running a network of illegal crypto ATMs.
FCA delays SDR label requirements
The FCA has given firms four more months time to comply with its new Sustainability Disclosure Requirements’ regime and new investment label rules.
Biden aides working on U.S. sovereign wealth fund
The proposal seeks to mirror similar funds used by Norway, Kuwait and Abu Dhabi to support national interests in technology, energy and other industries.
Financial planning as a perk opens doors for advisors
This fringe benefit can take the weight off of the company’s human resources department, allow employees to experience the benefits of financial planning and even allow advisors to prospect for new clients.
Tech execs: Don’t adopt advisor AI because of FOMO
Top executives at Advyzon, Kwanti, Softlab360 and The Oasis Group discuss how advisors should be careful not to jump into AI too quickly, despite being tech advocates themselves.
FCA bans 4 over ‘reckless’ pension transfer advice
The FCA has banned four financial advisers, three provisionally, over “reckless” pension transfer advice which has so far cost £13.4m in compensation payments.
£5.4bn takeover of Hargreaves Lansdown moves closer
The acquisition of platform provider Hargreaves Lansdown by a private equity-led consortium has moved a step closer today as the scheme of arrangement was officially confirmed.