Private wealth services provider buys Guernsey-based firm
Deal is a ‘great milestone’ for the business
Author: Robbie Lawther
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Goldman Sachs to open office in Abu Dhabi
It will be the banking giant’s second operation in the UAE
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Singapore life market suffers 14% drop in new business premiums
Trade body says it is set to launch findings of its protection gap study
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Nordea bolsters life and pension arm with acquisition
In a bid to grow its offering in the savings market
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Investment firm unveils multi-asset fund in Malta
Company has been official representative of Fidelity International since November 2022
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Global retirement savings platform raises $95m
Funding will help finance ‘near-term acquisitions’
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Ailo to launch cross-border CPD programme
To help guide its members ‘through the complexities of the life insurance market’
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Quilter subsidiary escapes fine over DB pension transfer advice
Following an investigation by the UK financial watchdog
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UK advice network acquires financial planning firm
As it receives funding from bank to finance its growth plans
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US in the news: CI Financial sells 20% stake in wealth business
A round-up of people moves and M&A deals across North America
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Is the cost-of-living crisis a big issue for advice clients?
As 40% of retired Brits are worried about money running out
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Aisa International partners with Morningstar Wealth Platform
To expand its offerings for OpesFidelio advisers and their clients