Chinese firm unveils cash wealth management service
Product was created in partnership with China Asset Management
Latest news
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OpesFidelio rolls out low-fee membership for advisers
It is targeted at those with few clients in the EU or those looking to enter the market
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UK advice group buys research provider for £3m
After purchasing a 21% stake in its parent company
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UK retirement advice firm gets PE boost
Investment will be used to enhance ESG credentials
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Australian investment manager buys wealth firm
Deal adds A$380m in funds under management
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Canadian advice tech firm enters UK market
To help advisers cater to the increasing demands of clients
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Collapse of boring cryptocurrency makes investors nervous
Those looking to outsmart inflation might want to consider avoiding this ‘portfolio kryptonite’
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FCA set to yank unused permissions from advice firms
It no longer has to wait 12 months to take action
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Complaint deadline looms for British Steel victims
Regulator says come forward or miss out on compensation
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Clients want to pay a fixed fee for on-demand advice
And majority prefer to stick with face-to-face meetings
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The issue with providing ‘reverse solicitation’ to EU clients
Regulators across the bloc have started to scrutinise the practice by UK advisers
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Retirement strategies must change to keep up with inflation
CPI hit 9% in April 2022 and is set to rise further in the UK