London-based IFA firm joins Saltus Partnership Programme
To allow the firm to grow and develop its client offerings
Author: Holly Downes
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3.4m over 75s yet to arrange a Power of Attorney
As older retirees unaware of it’s importance
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PEOPLE MOVES: FSCS, Quilter, Canaccord
Management business appoints co-chief investment officers as another firm hires interim chief executive
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Worthstone partners with Collidr on sustainable MPS portfolios
Who will apply behavioural research and AI technology to screen and select suitable funds
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61% of Hong Kong investors increasingly using DPM services
As investors have a higher risk appetite
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Fundment offers advisers climate philanthropy tool
Through partnership with the Global Returns Project
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One in five parents use property wealth to help families onto ladder
‘Bank of Family’ holds £3.5trn in housing wealth
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UK advice firm acquires Yorkshire-based business
As it plans to buy more firms as part of its growth strategy
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People Moves: SJP, HSBC, Quilter Cheviot
Investment manager hires chief investment officer, as wealth manager makes five hires
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75% of advised Brits have higher quality of life, report reveals
With almost one in two saying their mental health benefitted from financial planning
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Gender pension gap set to widen as men have double retirement pot
Nearly half (44%) of women aged 45 plus say they have insufficient retirement funds
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PEOPLE MOVES: Quintet PB, CISI, Nucleus
Private bank names COO, as professional body appoints director of global learning