Evelyn Partners adds ninth advice firm to succession programme
Deal bolsters the wealth manager’s footprint in Scotland
Author: Alina Khan
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14% of Singaporeans and Hongkongers believe they are too wealthy
As only 41% were happy with their level of wealth
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Global fintech firm unveils private markets wealth hub
IFAs will have access to a range of funds around private equity, private credit, real estate and venture capital
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Digital private wealth management platform launches in the UAE
Offering access to thematic and private investments
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Tech firms join forces to bolster adviser offering
IFAs ‘need to be available on the channel of the client’s choice to build long-term relationships’
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Simply Biz parent group buys stake in advice tech firm
In a bid to help the company ‘develop the future of financial planning CRM’
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UK financial planning firm launches DFM arm
In collaboration with Vanguard and Redington
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Annuity rates rise 20% in the last year
A 65-year-old with a £100,000 pension can get up to £7,144 per year
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UAE insurance firm rolls out savings plan
It requires a minimum investment of just $20 per month
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Global insurance group acquires Canadian investment firm
To bolster its wealth management offering in the country
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How can the advice industry improve public opinion of IFAs?
Lack of financial education and opacity around charging ‘contribute to a lingering sense of suspicion about the profession’
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PEOPLE MOVES: DWS, AllianceBernstein, WTW
Deutsche Bank subsidiary names head of UK-based operations, as asset manager bolsters European retail divisions