IFA firm becomes employee-owned
CEO will stay in his role for another five years
Industry
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‘Historic day’ as Aussie advice bodies agree merger
Deal comes at a ‘critical time’ for the financial planning industry
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PE firm snaps up global advice group for $7bn
Deal will see the wealth business become a privately owned company
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Fintech group unveils retirement income platform
It is targeted at insurance and pension providers, wealth managers and advisers
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UK advisers to shun simplified ‘core advice’ model
‘Targeting more wealthy clients’ and ‘fees will be too low’ are main arguments against the FCA’s plans
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PEOPLE MOVES: Octopus Investments, Progeny, Sigma Private Office
Investment firm makes CEO change, as financial planning group names head of academy
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Canaccord bosses take aim at RBC valuation
As the firm’s senior management team formalises its offer to take the company private
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Edmond de Rothschild sets up Dubai office
It has private wealth hubs in a range of European countries including Switzerland and Luxembourg
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ESG investing ‘experiencing significant growth’ in Middle East
Region is undergoing a generational shift changing how private clients operate
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Abrdn sells UK and Jersey DFM business for £140m
Asset manager believes another owner is ‘better placed to invest to deliver greater scale’ in the operation
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AIA creates wealth operation in Philippines
It has partnered with several asset managers to provide investment products in the region
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AIC launches course and certification for advisers
Accredited by the CII and CISI, it covers essential investment company topics