At least 10 more years of high-paced UK wealth manager M&A
‘Value-creation opportunities remain significant for both current and new participants’
Latest news
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Pension savers recoup more than £22m in tax
As ‘clunky’ and ‘complex’ system blamed for overpayments
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US in the news: Mutual of America buys life insurer
A round-up of people moves and M&A deals across North America
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AMP sells international investment management arm for A$462m
And its domestic division for A$430m
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£4m returned to boiler room fraud victims
They were conned out of £70m by bogus stockbroking firms in Spain
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Scammers continue to target mini-bond victims
Lifeboat scheme has urged them to be ‘very wary’
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Goldman Sachs opens two funds to Hong Kong retail investors
The Securities and Futures Commission authorised the products earlier this month
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Digital push accelerates financial advice market growth
Although ‘unfairly seen as late adopters’, advisory firms are ‘ready and able to invest’ in tech
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Zedra acquisition expands US and LatAm footprint
It received a minority investment from a Canadian firm earlier this year
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State Street Global Advisors expands UAE distribution
As it unveils two equity funds available to financial advisers
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PEOPLE MOVES: CII, Sarasin & Partners, Credit Suisse
Trade body hires CEO, while global investment manager names dual CIOs
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UK rejects automatic pension guidance appointments
Move may ‘encourage people to access their savings earlier than appropriate’, government says