69% of advisers are unprepared for the biggest wealth transfer in history
Older generations are set to pass down $72.6trn over the next 20 years, but advisers will only capture £5.5trn of it
Industry
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RSMR acquired by Fintel in its ninth acquisition in a year
The fund research agency will become part of Defaqto
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A third of wealth managers struggling with three-month long onboarding
Only 13% of professionals surveyed said onboarding takes a week or less
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AJ Bell calls on chancellor to introduce ‘One Isa’ product
Merging existing Cash and Stocks and Shares Isas together
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PEOPLE MOVES: Evelyn Partners, Canaccord Genuity WM, M&G, Vanguard, Time Investments, GAM, Edentree
Evelyn Partners bolsters Surrey office
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FCA announces overhaul of listing rules in bid to boost UK IPOs
Removes the need for votes on significant or related party transactions
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Titan and Tavistock heading for legal battle as multi-asset partnership implodes
The firms had agreed a 10-year deal in 2021
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How will the MPS market look in five years?
Sparrow Capital’s Mark Northway scrutinises the direction of travel for the MPS market
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Evelyn Partners boosts Guildford office with new financial planner hire
Emma Rivers joins from Barclays Wealth & Private Bank
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GAM names co-CIO for alternatives
Randel Freeman heads up the division alongside Albert Saporta
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PEOPLE MOVES: LGIM, Fidelity International, Premier Miton, Hipgnosis
Steven de Vries has exited
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Using AI in wealth management: Best practices
Oxford Risk’s Greg Davies on the opportunities and pitfalls of AI