06/09/2021
Other issues with the website included its use of the Financial Conduct Authority logo, which is prohibited, according to the regulator’s rules.
06/08/2021
He is a Chartered Fellow of the Chartered Institute for Securities & Investment and holds CISI diplomas in derivatives, fund management, and regulation & compliance.
06/08/2021
In his new role, Rees will oversee the development and delivery of AHR’s client solutions, ensuring the business delivers a best-in-class approach to whole of market, unbiased financial advice.
06/07/2021
By hiring the team, Hirtle Callaghan gains offices in both of those cities, further expanding its national footprint, the firm says in a June 7 news release.