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
Industry
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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
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Indian asset manager opens London office
It will focus on investment opportunities in Indian markets
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Insurer rolls out UK health care product
Plan designed to be tailored to individual customer requirements
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UK financial services firm targets international expansion
It wants to have offices in Dubai, Hong Kong and Singapore
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PEOPLE MOVES: Schroders, Novia Financial, Man Group
Asset manager names global head of wealth management, as platform makes c-suite change
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38% of Brits say lack of trust prevents them from seeking advice
‘Perception gap’ is a ‘big issue’ for the sector
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UAE savings platform raises over $1m
Funding will be used to support the firm’s expansion plans
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UK advice company rolls out succession solution for advisers
One of the ‘hardest decisions’ for IFAs is ‘knowing when to step back from the business they have built up’
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Hurst Point Group acquires London wealth firm
Deal boosts assets under management to around £5bn
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IFA firm makes triple M&A swoop
Company will now have a footprint in Northern Ireland