Latest News - Talya Misiri
FCA blames IFA for client's unregulated fund holdings
The Financial Ombudsman Service has argued that Berkeley Burke is to blame for failing to perform the required due diligence on its unregulated investments.
Clientology: the battle to convince the IT crowd
Tech professionals may be stereotyped as nerds but as wealth clients they are efficient individuals who enjoy face-t-face meetings
Wealth firms failing to keep pace with rising cyber threats
Too many wealth firms either rely on outdated, manual processes to protect themselves or believe they are below the radar of malicious actors.
What's behind the big wealth client exodus?
The results of EY’s recent global wealth survey serve as a reminder that the customer is always king