JPMAM and BNY Mellon equity income funds in the doghouse
Bestinvest’s Spot the Dog report finds £45bn was tied up in 86 poorly performing products
Latest news
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Tavistock backs out of £3.7m IFA acquisition
Deal is no longer in the firm’s ‘strategic interests’
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US in the news: Deutsche Bank WM makes Florida push
A round-up of people moves and M&A deals across North America
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PEOPLE MOVES: IQ-EQ, Julius Baer, Raffles Family Office
Senior management changes at service provider, while wealth firm names Swiss head of intermediaries
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L&G gears up for own pensions dashboard launch
‘We need to make sure we continue to find ways to fill the gap between advice and information’
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Global wealth platform secures $1.4bn investment
To expand its presence in North America and strengthen its research and development operations
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The insurance sector’s ignored demographic
There is a disconnect between the people making decisions and the community in need of cover
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Chinese stocks could hedge against Russia/Ukraine conflict
As Pictet overweights equities to take ‘advantage of attractive valuations’
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AMP rebrands capital markets arm before demerger
Nearly a year after the scission was announced
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DIY investors turn away from traditional providers
‘Firms are going to have to run harder just to stay still’
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The rise of risk management in financial advice
It has become a ‘defined function’ within smaller firms ‘not just bigger institutions’
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Spain to lure expat workers with latest visa proposal
Advice firm says it is not surprised country ‘has taken this route’ to attract ‘digital nomads’