Do adviser biases risk muddying the water for clients?
‘It is important to be aware that people who seek advice are often very different to those who give it’
Author: Kirsten Hastings
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Zurich confirms second senior Middle East departure
Following news that Walter Jopp is to step down
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Quilter Financial Advisers partners with wellbeing firm
‘Employees cite their top anxieties and stresses as worries over family or finance’
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Praemium International put up for sale
One tech firm founder says ‘many reasons this could be an attractive proposition for several organisations’
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Wealth tech app enables gram by gram investing in gold
It will be rolled out in India and the UAE
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Singapore watchdog pursues tougher investigative powers
It would allow the MAS to enter premises without prior notice or a court warrant
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Danske Bank International to sell Luxembourg wealth business
It is the acquirer’s second M&A deal in a week
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Standard Life sells 5% stake in HDFC Life
Remaining shareholding is now 3.89%
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Indian wealth down 4.4%
It is comparable to the US 70 years ago but due to overtake present-day Britain by 2025
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South African advice industry stalwart Smorenburg dies
Derek was one of its biggest supporters but was never shy about pointing out areas of improvement
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GoFundMe page set up for family of ‘true hero’ Trevor Pelling
The deVere Acuma area manager died after saving his daughters from being pulled out to sea while on holiday
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BNP Paribas Wealth Management expands NRI division
With the creation of a dedicated unit based in Dubai which will work with the team in Asia