Paul Feeney steps down after a decade as Quilter CEO
He says ‘it’s time to pass the baton’
Latest news
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DB transfers plunge 53% in three years
Drop is culmination of ‘limited availability and increased cost of advice’
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Aussie wealth firm buys superannuation business for A$4.6m
After receiving A$10m financing from banking group Westpac
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Mini-bond compensation scheme to end in October
Around 99.5% of victims have been paid redress
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FCA sounds alarm over rising pension scams
A quarter of consumers would withdraw their retirement savings to cope with cost-of-living crisis
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IFA group makes third acquisition of 2022
Deal adds £250m in AuM and strengthens presence in Warwickshire
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Merrill WM unveils adviser-client matchmaking tool
A third of affluent Americans currently do not have a financial planner
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14-year record high for annuity rates
They have increased by 52% in the last nine months alone
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A quarter of baby boomers don’t trust young Brits with inheritance
But just 3% talked to a financial adviser about their succession plans
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PEOPLE MOVES: Invesco, Julius Baer, Societe Generale
Head of multi asset retires from investment firm, while wealth manager reshuffles Americas team
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Investment firm partners with global tech provider
To give wealth industry more access to private market strategies
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Kim Kardashian to pay $1.26m to settle crypto charges
She tried to sell digital assets on social media without disclosing she was being paid by the provider