PEOPLE MOVES: Odey AM, Charles Stanley, Stonehage Fleming
Asset manager names CEO, as wealth firm hires head of IHT
Latest news
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Brits under-45 ignored by financial advisers
Focus on AuM and mismatch on client needs favouring older generations
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Australian pension firm fined for false marketing
It misled clients about property investment returns
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Advisers lack post-wealth transfer strategy
Many are worried their business will lose assets as they fail to retain clients
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Mena advisers predict surge in fixed income allocation
International real estate and domestic equities also in demand
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Aussie financial adviser convicted and fined
After breaching regulatory ban
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European banking group exits Denmark
Deal includes its relationships with private clients
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UAE investment firm gets fund management licence
It aims to offer products ‘that deliver excess returns in the medium and long term’
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Advice network unveils Consumer Duty hub
It has been designed to ‘deliver support in every area of meeting these requirements’
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7IM set for £400m sale?
Months after reportedly rebuffing a takeover offer
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Openwork unveils business school for financial advisers
To help them with commercial and management development
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How to incorporate sustainability in estate planning
Taking care of IHT liabilities should not be the only goal