Just 42% of family offices globally have a wealth succession plan
As 37% say they have been the target of cyber attacks
Author: Robbie Lawther
-
-
Wealth manager opens office in Petersfield
It is the SJP partner firm’s second operation across the UK
-
PEOPLE MOVES: Verso WM, Fiera Capital, Julius Baer
Wealth firm names CEO, as asset manager hires EMEA chief executive
-
LV= partners with Embark to create investment platform
To give advisers more access to its smoothed managed fund range
-
St James’s Place receives approval for Dubai office
As the firm reportedly kicks off search for a new CEO
-
UK-based IFA firm fails
As lifeboat scheme investigates advice company with links to British Steel Pension Scheme
-
US in the news: Orion Advisor Solutions CEO to retire
A round-up of people moves and M&A deals across North America
-
Credit Suisse ordered to pay $926m to former Georgia prime minister
Bank says ruling is ‘wrong and poses very significant legal issues’ and it ‘intends to vigorously pursue an appeal’
-
59% of Ailo members interested in developing white label products
Trade body publishes first in a series of thematic reports
-
What can the advice industry do to fill the talent gap?
There could be ‘shortage of advisers in the coming years’ as 76% set to exit sector within a decade
-
Belgium to stop sharing data on ‘accidental’ Americans to IRS
‘It is important that these violations of fundamental rights of European citizens are stopped’
-
12% fall in pension transfer activity
It has decreased to its lowest level in nine months